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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 | $137,432 | $157,296-12.6% | $141,191-2.7% | $152,897-10.1% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 0.63% | 64.34%-63.7pp | 71.41%-70.8pp | 345.43%-344.8pp |
| Employer contribution / active EE | $5,273 | $5,262+0.2% | $4,736+11.3% | $4,764+10.7% |
| Participant deferral / active EE | $4,022 | $7,111-43.4% | $6,710-40.1% | $5,851-31.3% |
| Admin fee / account holder | $105,134 | $12,125+767.1% | $10,264+924.3% | $11,599+806.4% |