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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 | $151,212 | $185,312-18.4% | $161,489-6.4% | $154,746-2.3% |
| Participation rate | 26.7% | 82.5%-55.8pp | 78.7%-52.0pp | 80.7%-54.0pp |
| Annual return | 1.51% | 103.84%-102.3pp | 89.72%-88.2pp | 172.34%-170.8pp |
| Employer contribution / active EE | $1,152 | $4,769-75.8% | $4,268-73.0% | $4,379-73.7% |
| Participant deferral / active EE | $2,438 | $6,350-61.6% | $5,630-56.7% | $6,730-63.8% |
| Admin fee / account holder | $1,061 | $18,654-94.3% | $16,006-93.4% | $14,365-92.6% |