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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 | $101,367 | $154,228-34.3% | $145,433-30.3% | $137,256-26.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 5.73% | 74.59%-68.9pp | 66.58%-60.8pp | 220.34%-214.6pp |
| Employer contribution / active EE | $946 | $4,804-80.3% | $4,554-79.2% | $4,156-77.2% |
| Participant deferral / active EE | $2,427 | $8,216-70.5% | $7,897-69.3% | $6,407-62.1% |
| Admin fee / account holder | $163,798 | $14,344+1042.0% | $13,129+1147.6% | $12,270+1234.9% |