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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 | $135,801 | $154,228-11.9% | $145,433-6.6% | $137,256-1.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 12.44% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $6,092 | $4,804+26.8% | $4,554+33.7% | $4,156+46.6% |
| Participant deferral / active EE | $5,175 | $8,216-37.0% | $7,897-34.5% | $6,407-19.2% |
| Admin fee / account holder | $7,997 | $14,344-44.2% | $13,129-39.1% | $12,270-34.8% |