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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 | $124,815 | $157,296-20.6% | $141,191-11.6% | $152,897-18.4% |
| Participation rate | 55.0% | 84.8%-29.8pp | 82.5%-27.5pp | 82.5%-27.5pp |
| Annual return | 9.74% | 64.34%-54.6pp | 71.41%-61.7pp | 345.43%-335.7pp |
| Employer contribution / active EE | $1,588 | $5,262-69.8% | $4,736-66.5% | $4,764-66.7% |
| Participant deferral / active EE | $4,139 | $7,111-41.8% | $6,710-38.3% | $5,851-29.3% |
| Admin fee / account holder | $3,254 | $12,125-73.2% | $10,264-68.3% | $11,599-71.9% |