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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 | $127,942 | $184,014-30.5% | $161,149-20.6% | $138,895-7.9% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.8%-16.3pp | 79.9%-17.4pp |
| Annual return | 9.03% | 21.52%-12.5pp | 21.16%-12.1pp | 145.39%-136.4pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,601 | $6,909-47.9% | $6,153-41.5% | $6,396-43.7% |
| Admin fee / account holder | $3,186 | $18,027-82.3% | $15,194-79.0% | $12,562-74.6% |