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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 | $78,236 | $124,346-37.1% | $111,308-29.7% | $167,536-53.3% |
| Participation rate | 25.0% | 79.6%-54.6pp | 77.3%-52.3pp | 82.1%-57.1pp |
| Annual return | 7.43% | 37.45%-30.0pp | 54.67%-47.2pp | 478.82%-471.4pp |
| Employer contribution / active EE | $1,129 | $3,437-67.2% | $2,732-58.7% | $4,839-76.7% |
| Participant deferral / active EE | $3,991 | $5,182-23.0% | $4,487-11.1% | $6,342-37.1% |
| Admin fee / account holder | $15,515 | $10,621+46.1% | $7,965+94.8% | $12,315+26.0% |