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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 | $184,014-45.6% | $161,149-37.9% | $138,895-27.9% |
| Participation rate | 68.8% | 82.1%-13.3pp | 78.8%-10.1pp | 79.9%-11.2pp |
| Annual return | 7.23% | 21.52%-14.3pp | 21.16%-13.9pp | 145.39%-138.2pp |
| Employer contribution / active EE | $1,222 | $5,055-75.8% | $4,360-72.0% | $4,194-70.9% |
| Participant deferral / active EE | $6,452 | $6,909-6.6% | $6,153+4.9% | $6,396+0.9% |
| Admin fee / account holder | $54,589 | $18,027+202.8% | $15,194+259.3% | $12,562+334.6% |