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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 | $134,396 | $95,959+40.1% | $97,411+38.0% | $138,895-3.2% |
| Participation rate | 58.3% | 81.8%-23.5pp | 80.4%-22.0pp | 79.9%-21.6pp |
| Annual return | 10.76% | 29.30%-18.5pp | 34.72%-24.0pp | 145.39%-134.6pp |
| Employer contribution / active EE | $3,476 | $4,278-18.7% | $4,210-17.4% | $4,194-17.1% |
| Participant deferral / active EE | $8,500 | $5,876+44.6% | $5,886+44.4% | $6,396+32.9% |
| Admin fee / account holder | $99,533 | $7,555+1217.4% | $7,145+1293.1% | $12,562+692.3% |