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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 | $136,273 | $111,814+21.9% | $103,378+31.8% | $145,978-6.6% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.7pp |
| Annual return | 8.00% | 24.80%-16.8pp | 24.91%-16.9pp | 550.52%-542.5pp |
| Employer contribution / active EE | $1,185 | $4,215-71.9% | $3,870-69.4% | $4,662-74.6% |
| Participant deferral / active EE | $4,029 | $5,618-28.3% | $5,058-20.3% | $6,690-39.8% |
| Admin fee / account holder | $1,349 | $9,764-86.2% | $8,401-83.9% | $13,400-89.9% |