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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 | $174,620 | $134,817+29.5% | $123,973+40.9% | $155,188+12.5% |
| Participation rate | 54.5% | 79.4%-24.9pp | 76.7%-22.1pp | 80.8%-26.3pp |
| Annual return | 1.19% | 515.49%-514.3pp | 388.13%-386.9pp | 148.84%-147.6pp |
| Employer contribution / active EE | $2,273 | $4,425-48.6% | $4,126-44.9% | $4,248-46.5% |
| Participant deferral / active EE | $2,804 | $5,706-50.9% | $5,247-46.6% | $6,531-57.1% |
| Admin fee / account holder | $5,630 | $13,245-57.5% | $11,799-52.3% | $14,480-61.1% |