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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 | $117,144 | $183,627-36.2% | $155,602-24.7% | $145,978-19.8% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 4.58% | 61.32%-56.7pp | 64.81%-60.2pp | 550.52%-545.9pp |
| Employer contribution / active EE | $2,033 | $5,316-61.8% | $4,675-56.5% | $4,662-56.4% |
| Participant deferral / active EE | $9,202 | $6,466+42.3% | $5,629+63.5% | $6,690+37.6% |
| Admin fee / account holder | $952 | $19,327-95.1% | $15,923-94.0% | $13,400-92.9% |