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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 | $81,551 | $154,228-47.1% | $145,433-43.9% | $137,256-40.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 6.14% | 74.59%-68.5pp | 66.58%-60.4pp | 220.34%-214.2pp |
| Employer contribution / active EE | $1,248 | $4,804-74.0% | $4,554-72.6% | $4,156-70.0% |
| Participant deferral / active EE | $3,024 | $8,216-63.2% | $7,897-61.7% | $6,407-52.8% |
| Admin fee / account holder | $30,662 | $14,344+113.8% | $13,129+133.5% | $12,270+149.9% |