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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 | $95,808 | $129,737-26.2% | $119,126-19.6% | $154,746-38.1% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 9.58% | 379.08%-369.5pp | 282.11%-272.5pp | 172.34%-162.8pp |
| Employer contribution / active EE | $1,565 | $4,375-64.2% | $4,034-61.2% | $4,379-64.3% |
| Participant deferral / active EE | $2,899 | $5,842-50.4% | $5,318-45.5% | $6,730-56.9% |
| Admin fee / account holder | $39,189 | $11,961+227.6% | $10,693+266.5% | $14,365+172.8% |