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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 | $99,094 | $174,379-43.2% | $152,093-34.8% | $138,895-28.7% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 6.79% | 74.86%-68.1pp | 66.36%-59.6pp | 145.39%-138.6pp |
| Employer contribution / active EE | $1,728 | $4,652-62.9% | $4,175-58.6% | $4,194-58.8% |
| Participant deferral / active EE | $6,315 | $6,159+2.5% | $5,451+15.8% | $6,396-1.3% |
| Admin fee / account holder | $23,661 | $16,880+40.2% | $14,497+63.2% | $12,562+88.3% |