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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 | $90,299 | $148,623-39.2% | $135,974-33.6% | $139,466-35.3% |
| Participation rate | 38.5% | 83.9%-45.4pp | 81.9%-43.5pp | 80.3%-41.9pp |
| Annual return | 7.73% | 79.30%-71.6pp | 68.30%-60.6pp | 373.66%-365.9pp |
| Employer contribution / active EE | $1,346 | $5,246-74.3% | $4,859-72.3% | $4,754-71.7% |
| Participant deferral / active EE | $5,756 | $8,103-29.0% | $7,760-25.8% | $6,712-14.2% |
| Admin fee / account holder | $150,088 | $12,406+1109.8% | $10,767+1294.0% | $11,409+1215.6% |