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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 | $126,246 | $157,304-19.7% | $141,197-10.6% | $152,909-17.4% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | 12.17% | 64.34%-52.2pp | 71.41%-59.2pp | 345.46%-333.3pp |
| Employer contribution / active EE | $2,421 | $5,263-54.0% | $4,736-48.9% | $4,764-49.2% |
| Participant deferral / active EE | $5,677 | $7,111-20.2% | $6,710-15.4% | $5,851-3.0% |
| Admin fee / account holder | $19,214 | $12,126+58.5% | $10,265+87.2% | $11,601+65.6% |