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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 | $130,831 | $156,398-16.3% | $147,318-11.2% | $138,895-5.8% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.2pp | 79.9%-37.1pp |
| Annual return | 11.80% | 78.75%-67.0pp | 70.43%-58.6pp | 145.39%-133.6pp |
| Employer contribution / active EE | $1,071 | $4,853-77.9% | $4,593-76.7% | $4,194-74.5% |
| Participant deferral / active EE | $5,862 | $8,237-28.8% | $7,906-25.9% | $6,396-8.4% |
| Admin fee / account holder | $8,725 | $14,976-41.7% | $13,708-36.3% | $12,562-30.5% |