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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 | $137,368 | $174,379-21.2% | $152,093-9.7% | $138,895-1.1% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 8.49% | 74.86%-66.4pp | 66.36%-57.9pp | 145.39%-136.9pp |
| Employer contribution / active EE | $2,047 | $4,652-56.0% | $4,175-51.0% | $4,194-51.2% |
| Participant deferral / active EE | $5,298 | $6,159-14.0% | $5,451-2.8% | $6,396-17.2% |
| Admin fee / account holder | $1,286 | $16,880-92.4% | $14,497-91.1% | $12,562-89.8% |