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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 | $127,337 | $199,109-36.0% | $173,730-26.7% | $154,746-17.7% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 7.76% | 20.02%-12.3pp | 19.96%-12.2pp | 172.34%-164.6pp |
| Employer contribution / active EE | $2,202 | $5,311-58.5% | $4,577-51.9% | $4,379-49.7% |
| Participant deferral / active EE | $5,196 | $7,113-26.9% | $6,326-17.9% | $6,730-22.8% |
| Admin fee / account holder | $117,142 | $20,916+460.1% | $17,523+568.5% | $14,365+715.5% |