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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 | $156,398-16.7% | $147,318-11.5% | $138,895-6.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 11.22% | 78.75%-67.5pp | 70.43%-59.2pp | 145.39%-134.2pp |
| Employer contribution / active EE | $1,750 | $4,853-63.9% | $4,593-61.9% | $4,194-58.3% |
| Participant deferral / active EE | $5,980 | $8,237-27.4% | $7,906-24.4% | $6,396-6.5% |
| Admin fee / account holder | $61,143 | $14,976+308.3% | $13,708+346.1% | $12,562+386.7% |