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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 | $152,177 | $197,603-23.0% | $177,827-14.4% | $158,950-4.3% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.7%-47.7pp | 82.0%-42.0pp |
| Annual return | 4.80% | 58.76%-54.0pp | 48.32%-43.5pp | 302.91%-298.1pp |
| Employer contribution / active EE | $4,200 | $6,698-37.3% | $5,918-29.0% | $4,762-11.8% |
| Participant deferral / active EE | $4,200 | $8,404-50.0% | $7,713-45.5% | $5,983-29.8% |
| Admin fee / account holder | $62,334 | $15,402+304.7% | $12,429+401.5% | $11,248+454.2% |