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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 | $143,126 | $175,231-18.3% | $149,696-4.4% | $139,466+2.6% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 6.73% | 166.77%-160.0pp | 134.46%-127.7pp | 373.66%-366.9pp |
| Employer contribution / active EE | $2,235 | $5,478-59.2% | $4,821-53.6% | $4,754-53.0% |
| Participant deferral / active EE | $4,671 | $6,521-28.4% | $5,682-17.8% | $6,712-30.4% |
| Admin fee / account holder | $3,071 | $16,155-81.0% | $13,212-76.8% | $11,409-73.1% |