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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 | $130,334 | $154,228-15.5% | $145,433-10.4% | $137,256-5.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 11.22% | 74.59%-63.4pp | 66.58%-55.4pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,750 | $4,804-63.6% | $4,554-61.6% | $4,156-57.9% |
| Participant deferral / active EE | $5,980 | $8,216-27.2% | $7,897-24.3% | $6,407-6.7% |
| Admin fee / account holder | $61,143 | $14,344+326.3% | $13,129+365.7% | $12,270+398.3% |