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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 | $163,099 | $184,014-11.4% | $161,149+1.2% | $138,895+17.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 4.37% | 21.52%-17.2pp | 21.16%-16.8pp | 145.39%-141.0pp |
| Employer contribution / active EE | $1,776 | $5,055-64.9% | $4,360-59.3% | $4,194-57.7% |
| Participant deferral / active EE | $3,108 | $6,909-55.0% | $6,153-49.5% | $6,396-51.4% |
| Admin fee / account holder | $1,099 | $18,027-93.9% | $15,194-92.8% | $12,562-91.3% |