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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 | $129,068 | $162,821-20.7% | $133,978-3.7% | $158,982-18.8% |
| Participation rate | 65.0% | 83.2%-18.2pp | 79.8%-14.8pp | 82.0%-17.0pp |
| Annual return | 2.32% | 41.95%-39.6pp | 45.10%-42.8pp | 302.99%-300.7pp |
| Employer contribution / active EE | $1,229 | $4,976-75.3% | $3,919-68.6% | $4,763-74.2% |
| Participant deferral / active EE | $3,204 | $5,910-45.8% | $5,047-36.5% | $5,983-46.4% |
| Admin fee / account holder | $921 | $11,742-92.2% | $8,930-89.7% | $11,252-91.8% |