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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 | $87,957 | $154,228-43.0% | $145,433-39.5% | $137,256-35.9% |
| Participation rate | 38.5% | 83.8%-45.3pp | 82.1%-43.7pp | 80.0%-41.5pp |
| Annual return | 11.40% | 74.59%-63.2pp | 66.58%-55.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,208 | $4,804-74.9% | $4,554-73.5% | $4,156-70.9% |
| Participant deferral / active EE | $4,450 | $8,216-45.8% | $7,897-43.6% | $6,407-30.5% |
| Admin fee / account holder | $50,095 | $14,344+249.3% | $13,129+281.6% | $12,270+308.3% |