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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,618 | $148,623-43.1% | $135,974-37.8% | $139,466-39.3% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 2.04% | 79.30%-77.3pp | 68.30%-66.3pp | 373.66%-371.6pp |
| Employer contribution / active EE | $1,866 | $5,246-64.4% | $4,859-61.6% | $4,754-60.8% |
| Participant deferral / active EE | $4,673 | $8,103-42.3% | $7,760-39.8% | $6,712-30.4% |
| Admin fee / account holder | $25,814 | $12,406+108.1% | $10,767+139.8% | $11,409+126.3% |