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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 | $110,152 | $157,296-30.0% | $141,191-22.0% | $152,897-28.0% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 9.80% | 64.34%-54.5pp | 71.41%-61.6pp | 345.43%-335.6pp |
| Employer contribution / active EE | $1,530 | $5,262-70.9% | $4,736-67.7% | $4,764-67.9% |
| Participant deferral / active EE | $7,080 | $7,111-0.4% | $6,710+5.5% | $5,851+21.0% |
| Admin fee / account holder | $3,248 | $12,125-73.2% | $10,264-68.4% | $11,599-72.0% |