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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 | $137,448 | $182,442-24.7% | $163,379-15.9% | $138,895-1.0% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 3.49% | 72.74%-69.2pp | 63.41%-59.9pp | 145.39%-141.9pp |
| Employer contribution / active EE | $1,523 | $4,159-63.4% | $3,752-59.4% | $4,194-63.7% |
| Participant deferral / active EE | $1,523 | $6,817-77.7% | $6,282-75.8% | $6,396-76.2% |
| Admin fee / account holder | $17,319 | $10,396+66.6% | $9,818+76.4% | $12,562+37.9% |