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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 | $128,988 | $183,516-29.7% | $155,534-17.1% | $145,884-11.6% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 7.88% | 61.43%-53.5pp | 64.92%-57.0pp | 551.85%-544.0pp |
| Employer contribution / active EE | $2,059 | $5,315-61.3% | $4,675-56.0% | $4,662-55.8% |
| Participant deferral / active EE | $7,225 | $6,467+11.7% | $5,630+28.3% | $6,690+8.0% |
| Admin fee / account holder | $1,063 | $19,293-94.5% | $15,900-93.3% | $13,392-92.1% |