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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 | $126,869 | $178,174-28.8% | $156,181-18.8% | $137,256-7.6% |
| Participation rate | 68.4% | 82.0%-13.6pp | 78.8%-10.4pp | 80.0%-11.5pp |
| Annual return | 9.09% | 84.19%-75.1pp | 64.87%-55.8pp | 220.34%-211.3pp |
| Employer contribution / active EE | $1,308 | $4,972-73.7% | $4,294-69.5% | $4,156-68.5% |
| Participant deferral / active EE | $3,723 | $6,888-46.0% | $6,132-39.3% | $6,407-41.9% |
| Admin fee / account holder | $5,761 | $17,404-66.9% | $14,586-60.5% | $12,270-53.1% |