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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 | $127,337 | $184,014-30.8% | $161,149-21.0% | $138,895-8.3% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.8%-18.8pp | 79.9%-19.9pp |
| Annual return | 7.76% | 21.52%-13.8pp | 21.16%-13.4pp | 145.39%-137.6pp |
| Employer contribution / active EE | $2,202 | $5,055-56.4% | $4,360-49.5% | $4,194-47.5% |
| Participant deferral / active EE | $5,196 | $6,909-24.8% | $6,153-15.6% | $6,396-18.8% |
| Admin fee / account holder | $117,142 | $18,027+549.8% | $15,194+671.0% | $12,562+832.5% |