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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 | $183,627-41.5% | $155,602-31.0% | $145,978-26.4% |
| Participation rate | 47.1% | 82.7%-35.6pp | 78.2%-31.1pp | 80.3%-33.2pp |
| Annual return | 8.04% | 61.32%-53.3pp | 64.81%-56.8pp | 550.52%-542.5pp |
| Employer contribution / active EE | $2,572 | $5,316-51.6% | $4,675-45.0% | $4,662-44.8% |
| Participant deferral / active EE | $3,443 | $6,466-46.7% | $5,629-38.8% | $6,690-48.5% |
| Admin fee / account holder | $47,553 | $19,327+146.0% | $15,923+198.6% | $13,400+254.9% |