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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 | $90,655 | $125,237-27.6% | $105,608-14.2% | $145,877-37.9% |
| Participation rate | 57.1% | 77.7%-20.5pp | 75.3%-18.1pp | 80.3%-23.2pp |
| Annual return | 8.12% | 225.76%-217.6pp | 116.50%-108.4pp | 551.28%-543.2pp |
| Employer contribution / active EE | $2,735 | $3,720-26.5% | $3,167-13.7% | $4,663-41.4% |
| Participant deferral / active EE | $3,316 | $5,711-41.9% | $5,010-33.8% | $6,691-50.4% |
| Admin fee / account holder | $2,610 | $17,287-84.9% | $11,028-76.3% | $13,402-80.5% |