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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 | $90,797 | $72,071+26.0% | $68,368+32.8% | $137,256-33.8% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 11.23% | 353.14%-341.9pp | 292.57%-281.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $2,875 | $2,788+3.1% | $2,649+8.5% | $4,156-30.8% |
| Participant deferral / active EE | $3,015 | $4,410-31.6% | $4,123-26.9% | $6,407-52.9% |
| Admin fee / account holder | $34,735 | $5,336+551.0% | $5,150+574.5% | $12,270+183.1% |