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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 | $90,573 | $110,410-18.0% | $102,437-11.6% | $145,897-37.9% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 7.07% | 24.85%-17.8pp | 24.95%-17.9pp | 552.29%-545.2pp |
| Employer contribution / active EE | $3,029 | $4,217-28.2% | $3,871-21.7% | $4,663-35.0% |
| Participant deferral / active EE | $4,249 | $5,622-24.4% | $5,060-16.0% | $6,689-36.5% |
| Admin fee / account holder | $28,837 | $9,745+195.9% | $8,388+243.8% | $13,390+115.4% |