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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 | $92,445 | $175,231-47.2% | $149,696-38.2% | $139,466-33.7% |
| Participation rate | 54.5% | 83.4%-28.8pp | 78.8%-24.2pp | 80.3%-25.8pp |
| Annual return | 8.59% | 166.77%-158.2pp | 134.46%-125.9pp | 373.66%-365.1pp |
| Employer contribution / active EE | $1,177 | $5,478-78.5% | $4,821-75.6% | $4,754-75.3% |
| Participant deferral / active EE | $2,950 | $6,521-54.8% | $5,682-48.1% | $6,712-56.0% |
| Admin fee / account holder | $12,780 | $16,155-20.9% | $13,212-3.3% | $11,409+12.0% |