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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 | $114,485 | $174,379-34.3% | $152,093-24.7% | $138,895-17.6% |
| Participation rate | 68.2% | 81.6%-13.5pp | 77.8%-9.6pp | 79.9%-11.7pp |
| Annual return | 9.42% | 74.86%-65.4pp | 66.36%-56.9pp | 145.39%-136.0pp |
| Employer contribution / active EE | $1,838 | $4,652-60.5% | $4,175-56.0% | $4,194-56.2% |
| Participant deferral / active EE | $3,800 | $6,159-38.3% | $5,451-30.3% | $6,396-40.6% |
| Admin fee / account holder | $39,648 | $16,880+134.9% | $14,497+173.5% | $12,562+215.6% |