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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 | $132,476 | $209,425-36.7% | $178,499-25.8% | $158,966-16.7% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 5.72% | 188.80%-183.1pp | 151.10%-145.4pp | 302.95%-297.2pp |
| Employer contribution / active EE | $1,585 | $5,707-72.2% | $5,011-68.4% | $4,762-66.7% |
| Participant deferral / active EE | $5,580 | $5,955-6.3% | $5,202+7.3% | $5,983-6.7% |
| Admin fee / account holder | $1,753 | $17,078-89.7% | $13,986-87.5% | $11,250-84.4% |