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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 | $137,783 | $165,381-16.7% | $149,730-8.0% | $158,966-13.3% |
| Participation rate | 68.8% | 84.6%-15.8pp | 82.5%-13.7pp | 82.0%-13.2pp |
| Annual return | 7.73% | 348.29%-340.6pp | 276.70%-269.0pp | 302.95%-295.2pp |
| Employer contribution / active EE | $1,363 | $5,104-73.3% | $4,645-70.7% | $4,762-71.4% |
| Participant deferral / active EE | $4,475 | $7,182-37.7% | $6,843-34.6% | $5,983-25.2% |
| Admin fee / account holder | $18,712 | $10,809+73.1% | $9,310+101.0% | $11,250+66.3% |