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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 | $138,817 | $185,883-25.3% | $170,043-18.4% | $139,466-0.5% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 3.96% | 60.54%-56.6pp | 53.40%-49.4pp | 373.66%-369.7pp |
| Employer contribution / active EE | $1,539 | $7,596-79.7% | $6,790-77.3% | $4,754-67.6% |
| Participant deferral / active EE | $15,000 | $11,626+29.0% | $10,410+44.1% | $6,712+123.5% |
| Admin fee / account holder | $1,041 | $15,393-93.2% | $12,824-91.9% | $11,409-90.9% |