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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 | $144,844 | $162,136-10.7% | $152,301-4.9% | $154,746-6.4% |
| Participation rate | 25.0% | 84.1%-59.1pp | 82.4%-57.4pp | 80.7%-55.7pp |
| Annual return | 11.21% | 91.02%-79.8pp | 80.50%-69.3pp | 172.34%-161.1pp |
| Employer contribution / active EE | $1,068 | $4,890-78.2% | $4,624-76.9% | $4,379-75.6% |
| Participant deferral / active EE | $2,815 | $8,341-66.3% | $8,004-64.8% | $6,730-58.2% |
| Admin fee / account holder | $20,880 | $15,759+32.5% | $14,398+45.0% | $14,365+45.3% |