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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 | $53,794 | $162,136-66.8% | $152,301-64.7% | $154,746-65.2% |
| Participation rate | 63.6% | 84.1%-20.5pp | 82.4%-18.8pp | 80.7%-17.1pp |
| Annual return | 8.96% | 91.02%-82.1pp | 80.50%-71.5pp | 172.34%-163.4pp |
| Employer contribution / active EE | $1,385 | $4,890-71.7% | $4,624-70.0% | $4,379-68.4% |
| Participant deferral / active EE | $5,238 | $8,341-37.2% | $8,004-34.6% | $6,730-22.2% |
| Admin fee / account holder | $75,978 | $15,759+382.1% | $14,398+427.7% | $14,365+428.9% |