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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 | $135,706 | $157,296-13.7% | $141,191-3.9% | $152,897-11.2% |
| Participation rate | 16.7% | 84.8%-68.2pp | 82.5%-65.8pp | 82.5%-65.8pp |
| Annual return | 12.85% | 64.34%-51.5pp | 71.41%-58.6pp | 345.43%-332.6pp |
| Employer contribution / active EE | $2,376 | $5,262-54.8% | $4,736-49.8% | $4,764-50.1% |
| Participant deferral / active EE | $4,028 | $7,111-43.4% | $6,710-40.0% | $5,851-31.2% |
| Admin fee / account holder | $702 | $12,125-94.2% | $10,264-93.2% | $11,599-93.9% |