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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 | $135,809 | $114,119+19.0% | $107,187+26.7% | $138,895-2.2% |
| Participation rate | 52.2% | 78.1%-25.9pp | 75.0%-22.8pp | 79.9%-27.7pp |
| Annual return | 5.16% | 273.21%-268.0pp | 204.55%-199.4pp | 145.39%-140.2pp |
| Employer contribution / active EE | $1,641 | $4,059-59.6% | $3,782-56.6% | $4,194-60.9% |
| Participant deferral / active EE | $2,797 | $5,538-49.5% | $5,096-45.1% | $6,396-56.3% |
| Admin fee / account holder | $12,750 | $10,024+27.2% | $9,162+39.2% | $12,562+1.5% |