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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 | $211,288-36.8% | $178,540-25.2% | $145,884-8.5% |
| Participation rate | 64.3% | 80.8%-16.5pp | 77.1%-12.8pp | 80.3%-16.0pp |
| Annual return | 6.57% | 30.27%-23.7pp | 27.15%-20.6pp | 551.85%-545.3pp |
| Employer contribution / active EE | $3,061 | $4,574-33.1% | $3,953-22.6% | $4,662-34.4% |
| Participant deferral / active EE | $5,216 | $6,967-25.1% | $6,281-16.9% | $6,690-22.0% |
| Admin fee / account holder | $4,153 | $12,105-65.7% | $10,424-60.2% | $13,392-69.0% |