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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 | $133,042 | $166,268-20.0% | $165,100-19.4% | $145,897-8.8% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-22.0pp |
| Annual return | 8.33% | 100.52%-92.2pp | 70.21%-61.9pp | 552.29%-544.0pp |
| Employer contribution / active EE | $1,988 | $5,284-62.4% | $4,348-54.3% | $4,663-57.4% |
| Participant deferral / active EE | $2,118 | $6,964-69.6% | $6,035-64.9% | $6,689-68.3% |
| Admin fee / account holder | $7,854 | $16,659-52.9% | $12,696-38.1% | $13,390-41.3% |