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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 | $125,960 | $157,270-19.9% | $141,173-10.8% | $152,870-17.6% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 14.31% | 64.33%-50.0pp | 71.40%-57.1pp | 345.34%-331.0pp |
| Employer contribution / active EE | $2,201 | $5,261-58.2% | $4,735-53.5% | $4,763-53.8% |
| Participant deferral / active EE | $3,846 | $7,110-45.9% | $6,710-42.7% | $5,850-34.3% |
| Admin fee / account holder | $2,884 | $12,121-76.2% | $10,262-71.9% | $11,597-75.1% |