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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 | $126,889 | $282,059-55.0% | $213,469-40.6% | $154,746-18.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 77.1%-17.1pp | 80.7%-20.7pp |
| Annual return | 8.38% | 20.90%-12.5pp | 20.58%-12.2pp | 172.34%-164.0pp |
| Employer contribution / active EE | $1,608 | $6,189-74.0% | $4,994-67.8% | $4,379-63.3% |
| Participant deferral / active EE | $3,682 | $8,186-55.0% | $6,841-46.2% | $6,730-45.3% |
| Admin fee / account holder | $8,826 | $37,435-76.4% | $27,141-67.5% | $14,365-38.6% |