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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 | $119,911 | $178,174-32.7% | $156,181-23.2% | $137,256-12.6% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.8%-16.3pp | 80.0%-17.5pp |
| Annual return | 4.07% | 84.19%-80.1pp | 64.87%-60.8pp | 220.34%-216.3pp |
| Employer contribution / active EE | $1,620 | $4,972-67.4% | $4,294-62.3% | $4,156-61.0% |
| Participant deferral / active EE | $3,912 | $6,888-43.2% | $6,132-36.2% | $6,407-38.9% |
| Admin fee / account holder | $98,393 | $17,404+465.3% | $14,586+574.6% | $12,270+701.9% |