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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 | $131,917 | $176,688-25.3% | $130,660+1.0% | $152,885-13.7% |
| Participation rate | 50.0% | 79.0%-29.0pp | 71.7%-21.7pp | 82.5%-32.5pp |
| Annual return | 5.23% | 2693.08%-2687.9pp | 1709.29%-1704.1pp | 345.39%-340.2pp |
| Employer contribution / active EE | $1,558 | $5,743-72.9% | $4,092-61.9% | $4,763-67.3% |
| Participant deferral / active EE | $4,444 | $4,362+1.9% | $3,603+23.3% | $5,851-24.0% |
| Admin fee / account holder | $3,909 | $7,131-45.2% | $5,463-28.5% | $11,598-66.3% |