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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 | $134,731 | $183,539-26.6% | $155,556-13.4% | $145,897-7.7% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 8.29% | 61.31%-53.0pp | 64.84%-56.5pp | 552.29%-544.0pp |
| Employer contribution / active EE | $2,525 | $5,315-52.5% | $4,675-46.0% | $4,663-45.8% |
| Participant deferral / active EE | $6,719 | $6,467+3.9% | $5,631+19.3% | $6,689+0.4% |
| Admin fee / account holder | $1,143 | $19,275-94.1% | $15,885-92.8% | $13,390-91.5% |