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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 | $123,432 | $184,014-32.9% | $161,149-23.4% | $138,895-11.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 8.51% | 21.52%-13.0pp | 21.16%-12.6pp | 145.39%-136.9pp |
| Employer contribution / active EE | $3,490 | $5,055-31.0% | $4,360-20.0% | $4,194-16.8% |
| Participant deferral / active EE | $5,385 | $6,909-22.1% | $6,153-12.5% | $6,396-15.8% |
| Admin fee / account holder | $7,557 | $18,027-58.1% | $15,194-50.3% | $12,562-39.8% |