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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 | $211,224-36.8% | $178,505-25.2% | $145,897-8.5% |
| Participation rate | 64.3% | 80.8%-16.5pp | 77.1%-12.8pp | 80.3%-16.0pp |
| Annual return | 6.57% | 30.28%-23.7pp | 27.16%-20.6pp | 552.29%-545.7pp |
| Employer contribution / active EE | $3,061 | $4,577-33.1% | $3,955-22.6% | $4,663-34.4% |
| Participant deferral / active EE | $5,216 | $6,966-25.1% | $6,280-16.9% | $6,689-22.0% |
| Admin fee / account holder | $4,153 | $12,109-65.7% | $10,428-60.2% | $13,390-69.0% |