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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 | $121,896 | $157,304-22.5% | $141,197-13.7% | $152,909-20.3% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.5%-38.0pp |
| Annual return | 14.20% | 64.34%-50.1pp | 71.41%-57.2pp | 345.46%-331.3pp |
| Employer contribution / active EE | $1,502 | $5,263-71.5% | $4,736-68.3% | $4,764-68.5% |
| Participant deferral / active EE | $9,060 | $7,111+27.4% | $6,710+35.0% | $5,851+54.8% |
| Admin fee / account holder | $655 | $12,126-94.6% | $10,265-93.6% | $11,601-94.4% |