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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 | $127,311 | $154,228-17.5% | $145,433-12.5% | $137,256-7.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 5.81% | 74.59%-68.8pp | 66.58%-60.8pp | 220.34%-214.5pp |
| Employer contribution / active EE | $2,166 | $4,804-54.9% | $4,554-52.4% | $4,156-47.9% |
| Participant deferral / active EE | $2,708 | $8,216-67.0% | $7,897-65.7% | $6,407-57.7% |
| Admin fee / account holder | $156,096 | $14,344+988.3% | $13,129+1088.9% | $12,270+1172.2% |