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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 | $199,109-6.9% | $173,730+6.7% | $154,746+19.7% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 3.38% | 20.02%-16.6pp | 19.96%-16.6pp | 172.34%-169.0pp |
| Employer contribution / active EE | $2,019 | $5,311-62.0% | $4,577-55.9% | $4,379-53.9% |
| Participant deferral / active EE | $4,588 | $7,113-35.5% | $6,326-27.5% | $6,730-31.8% |
| Admin fee / account holder | $24,616 | $20,916+17.7% | $17,523+40.5% | $14,365+71.4% |