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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 | $101,031 | $117,829-14.3% | $102,423-1.4% | $145,877-30.7% |
| Participation rate | 63.2% | 78.6%-15.5pp | 76.5%-13.3pp | 80.3%-17.1pp |
| Annual return | 7.92% | 31.83%-23.9pp | 29.42%-21.5pp | 551.28%-543.4pp |
| Employer contribution / active EE | $1,102 | $3,615-69.5% | $3,023-63.5% | $4,663-76.4% |
| Participant deferral / active EE | $3,446 | $5,732-39.9% | $5,054-31.8% | $6,691-48.5% |
| Admin fee / account holder | $78,165 | $13,335+486.2% | $9,455+726.8% | $13,402+483.2% |