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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 | $88,672+34.7% | $105,223+13.5% | $82,448+44.9% |
| Participation rate | 61.4% | 67.9%-6.6pp | 75.0%-13.7pp | 68.1%-6.7pp |
| Annual return | 5.36% | 30.86%-25.5pp | 180.65%-175.3pp | 41.64%-36.3pp |
| Employer contribution / active EE | $1,640 | $3,048-46.2% | $3,689-55.6% | $2,551-35.7% |
| Participant deferral / active EE | $3,604 | $4,036-10.7% | $5,072-28.9% | $4,139-12.9% |
| Admin fee / account holder | $6,759 | $7,146-5.4% | $8,859-23.7% | $7,234-6.6% |