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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 | $133,529 | $211,239-36.8% | $178,528-25.2% | $145,877-8.5% |
| Participation rate | 64.3% | 80.8%-16.5pp | 77.1%-12.8pp | 80.3%-16.0pp |
| Annual return | 6.57% | 30.22%-23.6pp | 27.11%-20.5pp | 551.28%-544.7pp |
| Employer contribution / active EE | $3,061 | $4,570-33.0% | $3,950-22.5% | $4,663-34.4% |
| Participant deferral / active EE | $5,216 | $6,963-25.1% | $6,278-16.9% | $6,691-22.0% |
| Admin fee / account holder | $4,153 | $12,095-65.7% | $10,419-60.1% | $13,402-69.0% |