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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 | $110,385 | $165,399-33.3% | $149,745-26.3% | $158,982-30.6% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 3.94% | 348.34%-344.4pp | 276.72%-272.8pp | 302.99%-299.1pp |
| Employer contribution / active EE | $4,423 | $5,105-13.3% | $4,646-4.8% | $4,763-7.1% |
| Participant deferral / active EE | $6,217 | $7,183-13.4% | $6,843-9.2% | $5,983+3.9% |
| Admin fee / account holder | $58,991 | $10,811+445.7% | $9,312+533.5% | $11,252+424.3% |