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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 | $112,573 | $185,312-39.3% | $161,489-30.3% | $154,746-27.3% |
| Participation rate | 30.0% | 82.5%-52.5pp | 78.7%-48.7pp | 80.7%-50.7pp |
| Annual return | 4.11% | 103.84%-99.7pp | 89.72%-85.6pp | 172.34%-168.2pp |
| Employer contribution / active EE | $2,191 | $4,769-54.1% | $4,268-48.7% | $4,379-50.0% |
| Participant deferral / active EE | $5,769 | $6,350-9.2% | $5,630+2.5% | $6,730-14.3% |
| Admin fee / account holder | $234,473 | $18,654+1156.9% | $16,006+1364.9% | $14,365+1532.2% |