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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 | $99,199 | $154,228-35.7% | $145,433-31.8% | $137,256-27.7% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.6pp | 80.0%-24.4pp |
| Annual return | 9.32% | 74.59%-65.3pp | 66.58%-57.3pp | 220.34%-211.0pp |
| Employer contribution / active EE | $1,579 | $4,804-67.1% | $4,554-65.3% | $4,156-62.0% |
| Participant deferral / active EE | $2,823 | $8,216-65.6% | $7,897-64.3% | $6,407-55.9% |
| Admin fee / account holder | $90,294 | $14,344+529.5% | $13,129+587.7% | $12,270+635.9% |