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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 | $118,238 | $227,633-48.1% | $189,597-37.6% | $167,553-29.4% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.4%-40.9pp | 82.1%-44.6pp |
| Annual return | 7.36% | 78.45%-71.1pp | 64.20%-56.8pp | 478.89%-471.5pp |
| Employer contribution / active EE | $1,091 | $5,317-79.5% | $4,412-75.3% | $4,840-77.5% |
| Participant deferral / active EE | $2,095 | $7,003-70.1% | $6,174-66.1% | $6,343-67.0% |
| Admin fee / account holder | $45,986 | $11,879+287.1% | $9,807+368.9% | $12,316+273.4% |