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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 | $126,971 | $157,296-19.3% | $141,191-10.1% | $152,897-17.0% |
| Participation rate | 61.1% | 84.8%-23.7pp | 82.5%-21.4pp | 82.5%-21.3pp |
| Annual return | 6.47% | 64.34%-57.9pp | 71.41%-64.9pp | 345.43%-339.0pp |
| Employer contribution / active EE | $1,310 | $5,262-75.1% | $4,736-72.3% | $4,764-72.5% |
| Participant deferral / active EE | $3,616 | $7,111-49.2% | $6,710-46.1% | $5,851-38.2% |
| Admin fee / account holder | $1,697 | $12,125-86.0% | $10,264-83.5% | $11,599-85.4% |