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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 | $102,468 | $209,336-51.1% | $197,124-48.0% | $137,256-25.3% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 3.80% | 48.09%-44.3pp | 44.34%-40.5pp | 220.34%-216.5pp |
| Employer contribution / active EE | $4,210 | $6,591-36.1% | $6,227-32.4% | $4,156+1.3% |
| Participant deferral / active EE | $8,600 | $9,614-10.5% | $9,135-5.8% | $6,407+34.2% |
| Admin fee / account holder | $57,203 | $17,308+230.5% | $16,298+251.0% | $12,270+366.2% |