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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 | $119,527 | $174,379-31.5% | $152,093-21.4% | $138,895-13.9% |
| Participation rate | 64.3% | 81.6%-17.4pp | 77.8%-13.5pp | 79.9%-15.6pp |
| Annual return | 10.09% | 74.86%-64.8pp | 66.36%-56.3pp | 145.39%-135.3pp |
| Employer contribution / active EE | $1,610 | $4,652-65.4% | $4,175-61.4% | $4,194-61.6% |
| Participant deferral / active EE | $8,649 | $6,159+40.4% | $5,451+58.7% | $6,396+35.2% |
| Admin fee / account holder | $90,725 | $16,880+437.5% | $14,497+525.8% | $12,562+622.2% |