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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 | $76,740 | $124,425-38.3% | $112,040-31.5% | $137,256-44.1% |
| Participation rate | 40.9% | 79.3%-38.4pp | 76.5%-35.6pp | 80.0%-39.1pp |
| Annual return | 9.04% | 24.72%-15.7pp | 24.52%-15.5pp | 220.34%-211.3pp |
| Employer contribution / active EE | $1,232 | $3,411-63.9% | $2,954-58.3% | $4,156-70.3% |
| Participant deferral / active EE | $1,972 | $5,718-65.5% | $5,098-61.3% | $6,407-69.2% |
| Admin fee / account holder | $100,850 | $15,207+563.2% | $12,098+733.6% | $12,270+721.9% |