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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 | $132,058 | $110,337+19.7% | $102,383+29.0% | $145,877-9.5% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 8.61% | 24.83%-16.2pp | 24.94%-16.3pp | 551.28%-542.7pp |
| Employer contribution / active EE | $1,163 | $4,216-72.4% | $3,870-69.9% | $4,663-75.1% |
| Participant deferral / active EE | $4,336 | $5,621-22.9% | $5,060-14.3% | $6,691-35.2% |
| Admin fee / account holder | $1,644 | $9,750-83.1% | $8,391-80.4% | $13,402-87.7% |