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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 | $138,226 | $185,883-25.6% | $170,043-18.7% | $139,466-0.9% |
| Participation rate | 25.0% | 87.8%-62.8pp | 87.0%-62.0pp | 80.3%-55.3pp |
| Annual return | 10.26% | 60.54%-50.3pp | 53.40%-43.1pp | 373.66%-363.4pp |
| Employer contribution / active EE | $4,055 | $7,596-46.6% | $6,790-40.3% | $4,754-14.7% |
| Participant deferral / active EE | $6,646 | $11,626-42.8% | $10,410-36.2% | $6,712-1.0% |
| Admin fee / account holder | $130,572 | $15,393+748.2% | $12,824+918.2% | $11,409+1044.5% |