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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 | $133,624 | $162,812-17.9% | $133,971-0.3% | $158,966-15.9% |
| Participation rate | 46.2% | 83.2%-37.1pp | 79.8%-33.7pp | 82.0%-35.8pp |
| Annual return | 3.29% | 41.94%-38.7pp | 45.09%-41.8pp | 302.95%-299.7pp |
| Employer contribution / active EE | $1,205 | $4,976-75.8% | $3,919-69.3% | $4,762-74.7% |
| Participant deferral / active EE | $2,261 | $5,910-61.7% | $5,047-55.2% | $5,983-62.2% |
| Admin fee / account holder | $893 | $11,741-92.4% | $8,929-90.0% | $11,250-92.1% |