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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 | $129,813 | $157,296-17.5% | $141,191-8.1% | $152,897-15.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 3.14% | 64.34%-61.2pp | 71.41%-68.3pp | 345.43%-342.3pp |
| Employer contribution / active EE | $2,368 | $5,262-55.0% | $4,736-50.0% | $4,764-50.3% |
| Participant deferral / active EE | $6,996 | $7,111-1.6% | $6,710+4.3% | $5,851+19.6% |
| Admin fee / account holder | $180,587 | $12,125+1389.4% | $10,264+1659.4% | $11,599+1456.9% |