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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 | $112,801 | $156,398-27.9% | $147,318-23.4% | $138,895-18.8% |
| Participation rate | 58.3% | 83.8%-25.4pp | 82.1%-23.7pp | 79.9%-21.6pp |
| Annual return | 4.18% | 78.75%-74.6pp | 70.43%-66.3pp | 145.39%-141.2pp |
| Employer contribution / active EE | $2,448 | $4,853-49.6% | $4,593-46.7% | $4,194-41.6% |
| Participant deferral / active EE | $4,183 | $8,237-49.2% | $7,906-47.1% | $6,396-34.6% |
| Admin fee / account holder | $4,313 | $14,976-71.2% | $13,708-68.5% | $12,562-65.7% |