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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 | $115,333 | $183,592-37.2% | $155,574-25.9% | $145,877-20.9% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 7.13% | 61.37%-54.2pp | 64.87%-57.7pp | 551.28%-544.1pp |
| Employer contribution / active EE | $2,133 | $5,317-59.9% | $4,676-54.4% | $4,663-54.3% |
| Participant deferral / active EE | $5,302 | $6,466-18.0% | $5,629-5.8% | $6,691-20.8% |
| Admin fee / account holder | $2,242 | $19,316-88.4% | $15,914-85.9% | $13,402-83.3% |