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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 | $156,398-33.8% | $147,318-29.7% | $138,895-25.5% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.5pp | 79.9%-25.4pp |
| Annual return | 8.56% | 78.75%-70.2pp | 70.43%-61.9pp | 145.39%-136.8pp |
| Employer contribution / active EE | $3,369 | $4,853-30.6% | $4,593-26.6% | $4,194-19.7% |
| Participant deferral / active EE | $7,988 | $8,237-3.0% | $7,906+1.0% | $6,396+24.9% |
| Admin fee / account holder | $31,745 | $14,976+112.0% | $13,708+131.6% | $12,562+152.7% |