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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 | $143,662 | $176,077-18.4% | $159,455-9.9% | $167,518-14.2% |
| Participation rate | 55.6% | 84.9%-29.4pp | 82.8%-27.3pp | 82.1%-26.6pp |
| Annual return | 5.22% | 331.83%-326.6pp | 263.63%-258.4pp | 478.71%-473.5pp |
| Employer contribution / active EE | $1,893 | $5,298-64.3% | $4,830-60.8% | $4,838-60.9% |
| Participant deferral / active EE | $7,083 | $7,751-8.6% | $7,353-3.7% | $6,342+11.7% |
| Admin fee / account holder | $1,882 | $12,556-85.0% | $10,800-82.6% | $12,312-84.7% |