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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 | $162,967-34.1% | $135,792-20.9% | $138,895-22.7% |
| Participation rate | 57.1% | 78.3%-21.2pp | 72.6%-15.4pp | 79.9%-22.8pp |
| Annual return | 5.34% | 30.08%-24.7pp | 25.96%-20.6pp | 145.39%-140.1pp |
| Employer contribution / active EE | $2,982 | $4,211-29.2% | $3,496-14.7% | $4,194-28.9% |
| Participant deferral / active EE | $5,697 | $5,640+1.0% | $4,759+19.7% | $6,396-10.9% |
| Admin fee / account holder | $109,087 | $15,306+612.7% | $12,266+789.4% | $12,562+768.4% |