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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 | $98,551 | $135,956-27.5% | $123,894-20.5% | $273,972-64.0% |
| Participation rate | 45.8% | 84.1%-38.2pp | 81.4%-35.6pp | 83.0%-37.2pp |
| Annual return | 3.43% | 56.63%-53.2pp | 47.52%-44.1pp | 41.46%-38.0pp |
| Employer contribution / active EE | $1,322 | $5,170-74.4% | $4,617-71.4% | $4,869-72.8% |
| Participant deferral / active EE | $4,073 | $6,343-35.8% | $5,984-31.9% | $5,287-23.0% |
| Admin fee / account holder | $43,404 | $9,817+342.1% | $8,357+419.4% | $10,133+328.4% |