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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 | $127,091 | $183,539-30.8% | $155,556-18.3% | $145,897-12.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 8.63% | 61.31%-52.7pp | 64.84%-56.2pp | 552.29%-543.7pp |
| Employer contribution / active EE | $1,075 | $5,315-79.8% | $4,675-77.0% | $4,663-76.9% |
| Participant deferral / active EE | $3,048 | $6,467-52.9% | $5,631-45.9% | $6,689-54.4% |
| Admin fee / account holder | $296,891 | $19,275+1440.3% | $15,885+1769.0% | $13,390+2117.2% |