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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 | $126,377 | $102,245+23.6% | $89,340+41.5% | $137,256-7.9% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 7.06% | 21.89%-14.8pp | 20.57%-13.5pp | 220.34%-213.3pp |
| Employer contribution / active EE | $5,435 | $2,529+114.9% | $2,231+143.6% | $4,156+30.8% |
| Participant deferral / active EE | $6,416 | $4,436+44.6% | $3,823+67.8% | $6,407+0.1% |
| Admin fee / account holder | $46,960 | $8,085+480.8% | $6,704+600.5% | $12,270+282.7% |