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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 | $131,121 | $172,111-23.8% | $150,298-12.8% | $137,256-4.5% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 10.39% | 69.37%-59.0pp | 62.79%-52.4pp | 220.34%-210.0pp |
| Employer contribution / active EE | $2,340 | $4,636-49.5% | $4,154-43.7% | $4,156-43.7% |
| Participant deferral / active EE | $4,800 | $6,166-22.2% | $5,453-12.0% | $6,407-25.1% |
| Admin fee / account holder | $25,022 | $16,471+51.9% | $14,116+77.3% | $12,270+103.9% |