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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 | $183,627-30.8% | $155,602-18.3% | $145,978-12.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 8.63% | 61.32%-52.7pp | 64.81%-56.2pp | 550.52%-541.9pp |
| Employer contribution / active EE | $1,075 | $5,316-79.8% | $4,675-77.0% | $4,662-76.9% |
| Participant deferral / active EE | $3,048 | $6,466-52.9% | $5,629-45.8% | $6,690-54.4% |
| Admin fee / account holder | $296,891 | $19,327+1436.1% | $15,923+1764.5% | $13,400+2115.6% |