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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 | $92,075 | $154,228-40.3% | $145,433-36.7% | $137,256-32.9% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 10.35% | 74.59%-64.2pp | 66.58%-56.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,004 | $4,804-79.1% | $4,554-78.0% | $4,156-75.8% |
| Participant deferral / active EE | $2,903 | $8,216-64.7% | $7,897-63.2% | $6,407-54.7% |
| Admin fee / account holder | $40,115 | $14,344+179.7% | $13,129+205.5% | $12,270+226.9% |