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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 | $102,546 | $160,040-35.9% | $147,096-30.3% | $145,877-29.7% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 8.00% | 98.49%-90.5pp | 419.75%-411.7pp | 551.28%-543.3pp |
| Employer contribution / active EE | $1,040 | $5,289-80.3% | $4,936-78.9% | $4,663-77.7% |
| Participant deferral / active EE | $3,460 | $8,429-59.0% | $8,071-57.1% | $6,691-48.3% |
| Admin fee / account holder | $73,996 | $15,050+391.7% | $13,005+469.0% | $13,402+452.1% |