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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 | $133,374 | $183,539-27.3% | $155,556-14.3% | $145,897-8.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 4.39% | 61.31%-56.9pp | 64.84%-60.5pp | 552.29%-547.9pp |
| Employer contribution / active EE | $1,894 | $5,315-64.4% | $4,675-59.5% | $4,663-59.4% |
| Participant deferral / active EE | $7,540 | $6,467+16.6% | $5,631+33.9% | $6,689+12.7% |
| Admin fee / account holder | $2,780 | $19,275-85.6% | $15,885-82.5% | $13,390-79.2% |