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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 | $199,109-39.8% | $173,730-31.0% | $154,746-22.5% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.6%-17.1pp | 80.7%-18.2pp |
| Annual return | 4.07% | 20.02%-15.9pp | 19.96%-15.9pp | 172.34%-168.3pp |
| Employer contribution / active EE | $1,620 | $5,311-69.5% | $4,577-64.6% | $4,379-63.0% |
| Participant deferral / active EE | $3,912 | $7,113-45.0% | $6,326-38.2% | $6,730-41.9% |
| Admin fee / account holder | $98,393 | $20,916+370.4% | $17,523+461.5% | $14,365+584.9% |