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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 | $87,261 | $100,970-13.6% | $96,576-9.6% | $137,256-36.4% |
| Participation rate | 68.8% | 82.6%-13.9pp | 81.4%-12.7pp | 80.0%-11.2pp |
| Annual return | 12.02% | 38.16%-26.1pp | 38.47%-26.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $3,178 | $3,809-16.6% | $3,553-10.6% | $4,156-23.5% |
| Participant deferral / active EE | $8,126 | $8,286-1.9% | $7,956+2.1% | $6,407+26.8% |
| Admin fee / account holder | $35,270 | $11,312+211.8% | $11,381+209.9% | $12,270+187.4% |