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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 | $100,623 | $211,105-52.3% | $178,449-43.6% | $145,978-31.1% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 6.53% | 30.19%-23.7pp | 27.09%-20.6pp | 550.52%-544.0pp |
| Employer contribution / active EE | $1,550 | $4,569-66.1% | $3,951-60.8% | $4,662-66.8% |
| Participant deferral / active EE | $4,088 | $6,959-41.3% | $6,277-34.9% | $6,690-38.9% |
| Admin fee / account holder | $10,511 | $12,017-12.5% | $10,362+1.4% | $13,400-21.6% |