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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 | $137,955 | $157,296-12.3% | $141,191-2.3% | $152,897-9.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 7.85% | 64.34%-56.5pp | 71.41%-63.6pp | 345.43%-337.6pp |
| Employer contribution / active EE | $3,367 | $5,262-36.0% | $4,736-28.9% | $4,764-29.3% |
| Participant deferral / active EE | $10,093 | $7,111+41.9% | $6,710+50.4% | $5,851+72.5% |
| Admin fee / account holder | $5,193 | $12,125-57.2% | $10,264-49.4% | $11,599-55.2% |