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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 | $121,360 | $178,174-31.9% | $156,181-22.3% | $137,256-11.6% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.8%-34.4pp | 80.0%-35.5pp |
| Annual return | 5.63% | 84.19%-78.6pp | 64.87%-59.2pp | 220.34%-214.7pp |
| Employer contribution / active EE | $2,066 | $4,972-58.4% | $4,294-51.9% | $4,156-50.3% |
| Participant deferral / active EE | $3,153 | $6,888-54.2% | $6,132-48.6% | $6,407-50.8% |
| Admin fee / account holder | $106,822 | $17,404+513.8% | $14,586+632.4% | $12,270+770.6% |