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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 | $115,982 | $183,592-36.8% | $155,574-25.4% | $145,877-20.5% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 8.19% | 61.37%-53.2pp | 64.87%-56.7pp | 551.28%-543.1pp |
| Employer contribution / active EE | $2,329 | $5,317-56.2% | $4,676-50.2% | $4,663-50.0% |
| Participant deferral / active EE | $4,968 | $6,466-23.2% | $5,629-11.7% | $6,691-25.7% |
| Admin fee / account holder | $12,761 | $19,316-33.9% | $15,914-19.8% | $13,402-4.8% |