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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 | $81,181 | $118,875-31.7% | $96,572-15.9% | $167,553-51.5% |
| Participation rate | 59.1% | 75.5%-16.4pp | 69.8%-10.7pp | 82.1%-23.0pp |
| Annual return | 7.11% | 50.50%-43.4pp | 37.79%-30.7pp | 478.89%-471.8pp |
| Employer contribution / active EE | $2,258 | $3,121-27.6% | $2,357-4.2% | $4,840-53.3% |
| Participant deferral / active EE | $3,395 | $4,617-26.5% | $3,850-11.8% | $6,343-46.5% |
| Admin fee / account holder | $44,358 | $8,070+449.7% | $6,183+617.4% | $12,316+260.2% |