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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 | $181,062-28.6% | $158,223-18.3% | $155,188-16.7% |
| Participation rate | 33.3% | 82.7%-49.3pp | 79.2%-45.9pp | 80.8%-47.5pp |
| Annual return | 6.15% | 57.39%-51.2pp | 52.09%-45.9pp | 148.84%-142.7pp |
| Employer contribution / active EE | $6,639 | $4,565+45.4% | $4,109+61.6% | $4,248+56.3% |
| Participant deferral / active EE | $7,476 | $6,134+21.9% | $5,467+36.8% | $6,531+14.5% |
| Admin fee / account holder | $12,888 | $18,825-31.5% | $16,047-19.7% | $14,480-11.0% |