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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 | $98,225 | $140,944-30.3% | $112,236-12.5% | $139,427-29.6% |
| Participation rate | 55.6% | 79.2%-23.6pp | 72.4%-16.9pp | 80.3%-24.8pp |
| Annual return | 7.53% | 32.71%-25.2pp | 30.20%-22.7pp | 373.27%-365.7pp |
| Employer contribution / active EE | $1,849 | $4,285-56.8% | $3,431-46.1% | $4,752-61.1% |
| Participant deferral / active EE | $2,843 | $5,876-51.6% | $4,799-40.7% | $6,711-57.6% |
| Admin fee / account holder | $33,687 | $9,954+238.4% | $7,749+334.7% | $11,404+195.4% |