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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 | $107,348 | $185,141-42.0% | $153,416-30.0% | $155,188-30.8% |
| Participation rate | 57.1% | 79.9%-22.8pp | 74.3%-17.2pp | 80.8%-23.7pp |
| Annual return | 5.34% | 18.72%-13.4pp | 17.84%-12.5pp | 148.84%-143.5pp |
| Employer contribution / active EE | $2,982 | $4,489-33.6% | $3,764-20.8% | $4,248-29.8% |
| Participant deferral / active EE | $5,697 | $5,477+4.0% | $4,723+20.6% | $6,531-12.8% |
| Admin fee / account holder | $109,087 | $16,005+581.6% | $13,095+733.0% | $14,480+653.4% |