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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 | $138,214 | $58,241+137.3% | $81,780+69.0% | $80,911+70.8% |
| Participation rate | 56.0% | 63.4%-7.4pp | 72.4%-16.4pp | 67.6%-11.6pp |
| Annual return | 6.03% | 41.73%-35.7pp | 776.27%-770.2pp | 35.63%-29.6pp |
| Employer contribution / active EE | $2,106 | $2,343-10.1% | $2,914-27.7% | $2,756-23.6% |
| Participant deferral / active EE | $5,401 | $3,283+64.5% | $4,321+25.0% | $4,297+25.7% |
| Admin fee / account holder | $4,695 | $4,973-5.6% | $7,384-36.4% | $6,935-32.3% |