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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 | $108,445 | $172,111-37.0% | $150,298-27.8% | $137,256-21.0% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 10.54% | 69.37%-58.8pp | 62.79%-52.2pp | 220.34%-209.8pp |
| Employer contribution / active EE | $2,454 | $4,636-47.1% | $4,154-40.9% | $4,156-40.9% |
| Participant deferral / active EE | $7,721 | $6,166+25.2% | $5,453+41.6% | $6,407+20.5% |
| Admin fee / account holder | $48,235 | $16,471+192.9% | $14,116+241.7% | $12,270+293.1% |