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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 | $123,547 | $161,352-23.4% | $134,172-7.9% | $137,256-10.0% |
| Participation rate | 58.8% | 78.3%-19.5pp | 72.5%-13.6pp | 80.0%-21.1pp |
| Annual return | 7.69% | 28.72%-21.0pp | 25.30%-17.6pp | 220.34%-212.6pp |
| Employer contribution / active EE | $1,013 | $4,099-75.3% | $3,420-70.4% | $4,156-75.6% |
| Participant deferral / active EE | $2,873 | $5,552-48.3% | $4,690-38.7% | $6,407-55.2% |
| Admin fee / account holder | $24,703 | $15,028+64.4% | $12,016+105.6% | $12,270+101.3% |