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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 | $112,619 | $148,623-24.2% | $135,974-17.2% | $139,466-19.3% |
| Participation rate | 45.5% | 83.9%-38.4pp | 81.9%-36.5pp | 80.3%-34.9pp |
| Annual return | 7.66% | 79.30%-71.6pp | 68.30%-60.6pp | 373.66%-366.0pp |
| Employer contribution / active EE | $1,620 | $5,246-69.1% | $4,859-66.6% | $4,754-65.9% |
| Participant deferral / active EE | $4,649 | $8,103-42.6% | $7,760-40.1% | $6,712-30.7% |
| Admin fee / account holder | $245,867 | $12,406+1881.9% | $10,767+2183.6% | $11,409+2055.1% |