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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 | $80,786 | $154,228-47.6% | $145,433-44.5% | $137,256-41.1% |
| Participation rate | 45.0% | 83.8%-38.8pp | 82.1%-37.1pp | 80.0%-35.0pp |
| Annual return | 6.21% | 74.59%-68.4pp | 66.58%-60.4pp | 220.34%-214.1pp |
| Employer contribution / active EE | $1,972 | $4,804-58.9% | $4,554-56.7% | $4,156-52.5% |
| Participant deferral / active EE | $5,288 | $8,216-35.6% | $7,897-33.0% | $6,407-17.5% |
| Admin fee / account holder | $126,504 | $14,344+782.0% | $13,129+863.5% | $12,270+931.0% |