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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 | $98,872 | $132,634-25.5% | $115,768-14.6% | $137,256-28.0% |
| Participation rate | 47.8% | 77.9%-30.0pp | 74.4%-26.6pp | 80.0%-32.1pp |
| Annual return | 7.46% | 160.70%-153.2pp | 100.46%-93.0pp | 220.34%-212.9pp |
| Employer contribution / active EE | $1,151 | $3,360-65.8% | $2,940-60.9% | $4,156-72.3% |
| Participant deferral / active EE | $2,486 | $5,619-55.8% | $4,917-49.4% | $6,407-61.2% |
| Admin fee / account holder | $15,955 | $15,028+6.2% | $12,439+28.3% | $12,270+30.0% |