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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 | $138,562 | $165,399-16.2% | $149,745-7.5% | $158,982-12.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 4.02% | 348.34%-344.3pp | 276.72%-272.7pp | 302.99%-299.0pp |
| Employer contribution / active EE | $2,530 | $5,105-50.4% | $4,646-45.6% | $4,763-46.9% |
| Participant deferral / active EE | $7,483 | $7,183+4.2% | $6,843+9.4% | $5,983+25.1% |
| Admin fee / account holder | $45,895 | $10,811+324.5% | $9,312+392.9% | $11,252+307.9% |