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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 | $134,071 | $157,276-14.8% | $141,177-5.0% | $152,885-12.3% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 14.19% | 64.33%-50.1pp | 71.40%-57.2pp | 345.39%-331.2pp |
| Employer contribution / active EE | $2,667 | $5,262-49.3% | $4,736-43.7% | $4,763-44.0% |
| Participant deferral / active EE | $5,333 | $7,110-25.0% | $6,710-20.5% | $5,851-8.8% |
| Admin fee / account holder | $130,253 | $12,123+974.5% | $10,263+1169.1% | $11,598+1023.1% |