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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 | $103,517 | $155,555-33.5% | $146,866-29.5% | $155,188-33.3% |
| Participation rate | 54.5% | 84.0%-29.4pp | 82.5%-28.0pp | 80.8%-26.3pp |
| Annual return | 8.56% | 115.41%-106.9pp | 102.85%-94.3pp | 148.84%-140.3pp |
| Employer contribution / active EE | $3,369 | $4,647-27.5% | $4,425-23.9% | $4,248-20.7% |
| Participant deferral / active EE | $7,988 | $8,044-0.7% | $7,759+2.9% | $6,531+22.3% |
| Admin fee / account holder | $31,745 | $14,755+115.1% | $13,620+133.1% | $14,480+119.2% |