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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 | $89,392 | $72,071+24.0% | $68,368+30.8% | $137,256-34.9% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 10.75% | 353.14%-342.4pp | 292.57%-281.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,161 | $2,788-58.4% | $2,649-56.2% | $4,156-72.1% |
| Participant deferral / active EE | $1,738 | $4,410-60.6% | $4,123-57.8% | $6,407-72.9% |
| Admin fee / account holder | $25,218 | $5,336+372.6% | $5,150+389.7% | $12,270+105.5% |