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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 | $104,814 | $175,231-40.2% | $149,696-30.0% | $139,466-24.8% |
| Participation rate | 54.5% | 83.4%-28.8pp | 78.8%-24.2pp | 80.3%-25.8pp |
| Annual return | 9.63% | 166.77%-157.1pp | 134.46%-124.8pp | 373.66%-364.0pp |
| Employer contribution / active EE | $3,259 | $5,478-40.5% | $4,821-32.4% | $4,754-31.5% |
| Participant deferral / active EE | $7,942 | $6,521+21.8% | $5,682+39.8% | $6,712+18.3% |
| Admin fee / account holder | $33,717 | $16,155+108.7% | $13,212+155.2% | $11,409+195.5% |