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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 | $134,758 | $157,304-14.3% | $141,197-4.6% | $152,909-11.9% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 4.01% | 64.34%-60.3pp | 71.41%-67.4pp | 345.46%-341.5pp |
| Employer contribution / active EE | $2,037 | $5,263-61.3% | $4,736-57.0% | $4,764-57.2% |
| Participant deferral / active EE | $3,829 | $7,111-46.2% | $6,710-42.9% | $5,851-34.6% |
| Admin fee / account holder | $74,954 | $12,126+518.1% | $10,265+630.2% | $11,601+546.1% |