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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 | $121,976 | $183,516-33.5% | $155,534-21.6% | $145,884-16.4% |
| Participation rate | 23.8% | 82.7%-58.9pp | 78.2%-54.4pp | 80.3%-56.5pp |
| Annual return | 5.97% | 61.43%-55.5pp | 64.92%-58.9pp | 551.85%-545.9pp |
| Employer contribution / active EE | $2,268 | $5,315-57.3% | $4,675-51.5% | $4,662-51.4% |
| Participant deferral / active EE | $3,251 | $6,467-49.7% | $5,630-42.3% | $6,690-51.4% |
| Admin fee / account holder | $1,665 | $19,293-91.4% | $15,900-89.5% | $13,392-87.6% |