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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 | $116,265 | $156,398-25.7% | $147,318-21.1% | $138,895-16.3% |
| Participation rate | 28.6% | 83.8%-55.2pp | 82.1%-53.5pp | 79.9%-51.3pp |
| Annual return | 11.48% | 78.75%-67.3pp | 70.43%-59.0pp | 145.39%-133.9pp |
| Employer contribution / active EE | $1,179 | $4,853-75.7% | $4,593-74.3% | $4,194-71.9% |
| Participant deferral / active EE | $3,137 | $8,237-61.9% | $7,906-60.3% | $6,396-50.9% |
| Admin fee / account holder | $15,426 | $14,976+3.0% | $13,708+12.5% | $12,562+22.8% |