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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 | $134,655 | $172,111-21.8% | $150,298-10.4% | $137,256-1.9% |
| Participation rate | 43.8% | 81.7%-38.0pp | 77.8%-34.0pp | 80.0%-36.2pp |
| Annual return | 6.74% | 69.37%-62.6pp | 62.79%-56.0pp | 220.34%-213.6pp |
| Employer contribution / active EE | $5,263 | $4,636+13.5% | $4,154+26.7% | $4,156+26.6% |
| Participant deferral / active EE | $5,966 | $6,166-3.2% | $5,453+9.4% | $6,407-6.9% |
| Admin fee / account holder | $206,461 | $16,471+1153.5% | $14,116+1362.6% | $12,270+1582.6% |