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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 | $80,547 | $155,555-48.2% | $146,866-45.2% | $155,188-48.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 5.50% | 115.41%-109.9pp | 102.85%-97.4pp | 148.84%-143.3pp |
| Employer contribution / active EE | $3,810 | $4,647-18.0% | $4,425-13.9% | $4,248-10.3% |
| Participant deferral / active EE | $6,938 | $8,044-13.8% | $7,759-10.6% | $6,531+6.2% |
| Admin fee / account holder | $4,405 | $14,755-70.1% | $13,620-67.7% | $14,480-69.6% |