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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 | $112,950 | $199,109-43.3% | $173,730-35.0% | $154,746-27.0% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 6.40% | 20.02%-13.6pp | 19.96%-13.6pp | 172.34%-165.9pp |
| Employer contribution / active EE | $4,241 | $5,311-20.1% | $4,577-7.3% | $4,379-3.1% |
| Participant deferral / active EE | $8,416 | $7,113+18.3% | $6,326+33.0% | $6,730+25.0% |
| Admin fee / account holder | $553 | $20,916-97.4% | $17,523-96.8% | $14,365-96.1% |