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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 | $185,312-33.7% | $161,489-23.9% | $154,746-20.6% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 6.95% | 103.84%-96.9pp | 89.72%-82.8pp | 172.34%-165.4pp |
| Employer contribution / active EE | $1,420 | $4,769-70.2% | $4,268-66.7% | $4,379-67.6% |
| Participant deferral / active EE | $7,744 | $6,350+22.0% | $5,630+37.6% | $6,730+15.1% |
| Admin fee / account holder | $167,410 | $18,654+797.4% | $16,006+945.9% | $14,365+1065.4% |