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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 | $127,579 | $165,399-22.9% | $149,745-14.8% | $158,982-19.8% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 5.49% | 348.34%-342.8pp | 276.72%-271.2pp | 302.99%-297.5pp |
| Employer contribution / active EE | $5,228 | $5,105+2.4% | $4,646+12.5% | $4,763+9.8% |
| Participant deferral / active EE | $4,530 | $7,183-36.9% | $6,843-33.8% | $5,983-24.3% |
| Admin fee / account holder | $36,080 | $10,811+233.7% | $9,312+287.5% | $11,252+220.7% |