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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 | $99,144 | $157,296-37.0% | $141,191-29.8% | $152,897-35.2% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 10.87% | 64.34%-53.5pp | 71.41%-60.5pp | 345.43%-334.6pp |
| Employer contribution / active EE | $1,112 | $5,262-78.9% | $4,736-76.5% | $4,764-76.7% |
| Participant deferral / active EE | $4,762 | $7,111-33.0% | $6,710-29.0% | $5,851-18.6% |
| Admin fee / account holder | $651 | $12,125-94.6% | $10,264-93.7% | $11,599-94.4% |