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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 | $119,437 | $93,345+28.0% | $119,126+0.3% | $87,485+36.5% |
| Participation rate | 61.4% | 68.7%-7.4pp | 75.8%-14.4pp | 68.9%-7.6pp |
| Annual return | 5.36% | 19.08%-13.7pp | 282.11%-276.7pp | 26.06%-20.7pp |
| Employer contribution / active EE | $1,640 | $3,172-48.3% | $4,034-59.4% | $2,596-36.8% |
| Participant deferral / active EE | $3,604 | $4,099-12.1% | $5,318-32.2% | $4,274-15.7% |
| Admin fee / account holder | $6,759 | $8,039-15.9% | $10,693-36.8% | $7,775-13.1% |