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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 | $129,280 | $185,312-30.2% | $161,489-19.9% | $154,746-16.5% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 6.15% | 103.84%-97.7pp | 89.72%-83.6pp | 172.34%-166.2pp |
| Employer contribution / active EE | $6,639 | $4,769+39.2% | $4,268+55.5% | $4,379+51.6% |
| Participant deferral / active EE | $7,476 | $6,350+17.7% | $5,630+32.8% | $6,730+11.1% |
| Admin fee / account holder | $12,888 | $18,654-30.9% | $16,006-19.5% | $14,365-10.3% |