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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 | $122,817 | $172,111-28.6% | $150,298-18.3% | $137,256-10.5% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 6.95% | 69.37%-62.4pp | 62.79%-55.8pp | 220.34%-213.4pp |
| Employer contribution / active EE | $1,420 | $4,636-69.4% | $4,154-65.8% | $4,156-65.8% |
| Participant deferral / active EE | $7,744 | $6,166+25.6% | $5,453+42.0% | $6,407+20.9% |
| Admin fee / account holder | $167,410 | $16,471+916.4% | $14,116+1086.0% | $12,270+1264.4% |