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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 | $118,576 | $157,296-24.6% | $141,191-16.0% | $152,897-22.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 11.14% | 64.34%-53.2pp | 71.41%-60.3pp | 345.43%-334.3pp |
| Employer contribution / active EE | $2,213 | $5,262-57.9% | $4,736-53.3% | $4,764-53.5% |
| Participant deferral / active EE | $5,503 | $7,111-22.6% | $6,710-18.0% | $5,851-5.9% |
| Admin fee / account holder | $24,034 | $12,125+98.2% | $10,264+134.2% | $11,599+107.2% |