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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 | $95,906 | $115,810-17.2% | $101,271-5.3% | $158,966-39.7% |
| Participation rate | 60.9% | 79.4%-18.5pp | 75.8%-14.9pp | 82.0%-21.1pp |
| Annual return | 3.05% | 56.15%-53.1pp | 46.48%-43.4pp | 302.95%-299.9pp |
| Employer contribution / active EE | $2,465 | $4,175-41.0% | $3,660-32.6% | $4,762-48.2% |
| Participant deferral / active EE | $3,051 | $4,958-38.5% | $4,371-30.2% | $5,983-49.0% |
| Admin fee / account holder | $18,097 | $7,248+149.7% | $5,948+204.3% | $11,250+60.9% |