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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 | $147,426 | $226,105-34.8% | $182,540-19.2% | $152,897-3.6% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.0%-15.5pp | 82.5%-20.0pp |
| Annual return | 0.53% | 192.58%-192.0pp | 148.58%-148.0pp | 345.43%-344.9pp |
| Employer contribution / active EE | $1,709 | $4,978-65.7% | $4,076-58.1% | $4,764-64.1% |
| Participant deferral / active EE | $4,888 | $6,370-23.3% | $5,525-11.5% | $5,851-16.5% |
| Admin fee / account holder | $682 | $10,706-93.6% | $8,593-92.1% | $11,599-94.1% |