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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 | $185,296 | $254,759-27.3% | $216,567-14.4% | $198,609-6.7% |
| Participation rate | 66.7% | 84.5%-17.9pp | 81.6%-15.0pp | 82.4%-15.7pp |
| Annual return | 3.38% | 10.04%-6.7pp | 12.94%-9.6pp | 202.70%-199.3pp |
| Employer contribution / active EE | $2,019 | $6,096-66.9% | $5,216-61.3% | $5,055-60.1% |
| Participant deferral / active EE | $4,588 | $6,948-34.0% | $6,191-25.9% | $6,977-34.2% |
| Admin fee / account holder | $24,616 | $26,311-6.4% | $21,981+12.0% | $19,030+29.4% |