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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 | $91,853 | $127,790-28.1% | $106,555-13.8% | $167,536-45.2% |
| Participation rate | 54.5% | 78.3%-23.7pp | 76.1%-21.6pp | 82.1%-27.6pp |
| Annual return | 8.05% | 33.88%-25.8pp | 26.80%-18.8pp | 478.82%-470.8pp |
| Employer contribution / active EE | $983 | $3,428-71.3% | $2,819-65.1% | $4,839-79.7% |
| Participant deferral / active EE | $1,975 | $5,088-61.2% | $4,399-55.1% | $6,342-68.9% |
| Admin fee / account holder | $39,489 | $11,229+251.7% | $7,408+433.1% | $12,315+220.7% |