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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 | $126,879 | $110,410+14.9% | $102,437+23.9% | $145,897-13.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 3.18% | 24.85%-21.7pp | 24.95%-21.8pp | 552.29%-549.1pp |
| Employer contribution / active EE | $1,960 | $4,217-53.5% | $3,871-49.4% | $4,663-58.0% |
| Participant deferral / active EE | $4,843 | $5,622-13.8% | $5,060-4.3% | $6,689-27.6% |
| Admin fee / account holder | $4,091 | $9,745-58.0% | $8,388-51.2% | $13,390-69.4% |