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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 | $100,126 | $178,174-43.8% | $156,181-35.9% | $137,256-27.1% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.8%-10.1pp | 80.0%-11.2pp |
| Annual return | 7.23% | 84.19%-77.0pp | 64.87%-57.6pp | 220.34%-213.1pp |
| Employer contribution / active EE | $1,222 | $4,972-75.4% | $4,294-71.5% | $4,156-70.6% |
| Participant deferral / active EE | $6,452 | $6,888-6.3% | $6,132+5.2% | $6,407+0.7% |
| Admin fee / account holder | $54,589 | $17,404+213.7% | $14,586+274.3% | $12,270+344.9% |