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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 | $88,311 | $183,539-51.9% | $155,556-43.2% | $145,897-39.5% |
| Participation rate | 68.8% | 82.7%-14.0pp | 78.2%-9.5pp | 80.3%-11.6pp |
| Annual return | 5.16% | 61.31%-56.1pp | 64.84%-59.7pp | 552.29%-547.1pp |
| Employer contribution / active EE | $1,977 | $5,315-62.8% | $4,675-57.7% | $4,663-57.6% |
| Participant deferral / active EE | $2,992 | $6,467-53.7% | $5,631-46.9% | $6,689-55.3% |
| Admin fee / account holder | $88,791 | $19,275+360.7% | $15,885+459.0% | $13,390+563.1% |