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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 | $99,409 | $183,539-45.8% | $155,556-36.1% | $145,897-31.9% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 7.53% | 61.31%-53.8pp | 64.84%-57.3pp | 552.29%-544.8pp |
| Employer contribution / active EE | $1,113 | $5,315-79.1% | $4,675-76.2% | $4,663-76.1% |
| Participant deferral / active EE | $5,602 | $6,467-13.4% | $5,631-0.5% | $6,689-16.3% |
| Admin fee / account holder | $41,121 | $19,275+113.3% | $15,885+158.9% | $13,390+207.1% |