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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 | $97,583 | $197,637-50.6% | $177,848-45.1% | $158,982-38.6% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.7%-30.6pp | 82.0%-24.8pp |
| Annual return | 6.11% | 58.77%-52.7pp | 48.33%-42.2pp | 302.99%-296.9pp |
| Employer contribution / active EE | $1,786 | $6,698-73.3% | $5,919-69.8% | $4,763-62.5% |
| Participant deferral / active EE | $3,900 | $8,405-53.6% | $7,714-49.4% | $5,983-34.8% |
| Admin fee / account holder | $82,902 | $15,406+438.1% | $12,431+566.9% | $11,252+636.8% |