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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 | $97,241 | $108,897-10.7% | $100,378-3.1% | $145,877-33.3% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 1.57% | 58.17%-56.6pp | 49.41%-47.8pp | 551.28%-549.7pp |
| Employer contribution / active EE | $2,710 | $4,420-38.7% | $3,942-31.3% | $4,663-41.9% |
| Participant deferral / active EE | $4,180 | $8,455-50.6% | $8,087-48.3% | $6,691-37.5% |
| Admin fee / account holder | $13,341 | $9,690+37.7% | $7,899+68.9% | $13,402-0.5% |