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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 | $107,410 | $183,516-41.5% | $155,534-30.9% | $145,884-26.4% |
| Participation rate | 47.1% | 82.7%-35.6pp | 78.2%-31.2pp | 80.3%-33.2pp |
| Annual return | 8.04% | 61.43%-53.4pp | 64.92%-56.9pp | 551.85%-543.8pp |
| Employer contribution / active EE | $2,572 | $5,315-51.6% | $4,675-45.0% | $4,662-44.8% |
| Participant deferral / active EE | $3,443 | $6,467-46.8% | $5,630-38.8% | $6,690-48.5% |
| Admin fee / account holder | $47,553 | $19,293+146.5% | $15,900+199.1% | $13,392+255.1% |