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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 | $90,209 | $155,555-42.0% | $146,866-38.6% | $155,188-41.9% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.5%-20.0pp | 80.8%-18.3pp |
| Annual return | 8.61% | 115.41%-106.8pp | 102.85%-94.2pp | 148.84%-140.2pp |
| Employer contribution / active EE | $3,505 | $4,647-24.6% | $4,425-20.8% | $4,248-17.5% |
| Participant deferral / active EE | $6,495 | $8,044-19.3% | $7,759-16.3% | $6,531-0.6% |
| Admin fee / account holder | $50,995 | $14,755+245.6% | $13,620+274.4% | $14,480+252.2% |