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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 | $118,331 | $166,242-28.8% | $165,071-28.3% | $145,884-18.9% |
| Participation rate | 53.3% | 82.0%-28.7pp | 78.6%-25.3pp | 80.3%-27.0pp |
| Annual return | 5.36% | 100.44%-95.1pp | 70.17%-64.8pp | 551.85%-546.5pp |
| Employer contribution / active EE | $2,280 | $5,283-56.8% | $4,347-47.6% | $4,662-51.1% |
| Participant deferral / active EE | $2,336 | $6,964-66.5% | $6,035-61.3% | $6,690-65.1% |
| Admin fee / account holder | $11,959 | $16,658-28.2% | $12,695-5.8% | $13,392-10.7% |