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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 | $75,424 | $117,846-36.0% | $102,434-26.4% | $145,884-48.3% |
| Participation rate | 28.6% | 78.6%-50.1pp | 76.5%-47.9pp | 80.3%-51.7pp |
| Annual return | 4.34% | 31.90%-27.6pp | 29.46%-25.1pp | 551.85%-547.5pp |
| Employer contribution / active EE | $5,316 | $3,615+47.1% | $3,023+75.8% | $4,662+14.0% |
| Participant deferral / active EE | $2,106 | $5,733-63.3% | $5,055-58.3% | $6,690-68.5% |
| Admin fee / account holder | $100,551 | $13,356+652.9% | $9,462+962.7% | $13,392+650.8% |