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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 | $152,317 | $162,136-6.1% | $152,3010% | $154,746-1.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 7.22% | 91.02%-83.8pp | 80.50%-73.3pp | 172.34%-165.1pp |
| Employer contribution / active EE | $2,050 | $4,890-58.1% | $4,624-55.7% | $4,379-53.2% |
| Participant deferral / active EE | $2,939 | $8,341-64.8% | $8,004-63.3% | $6,730-56.3% |
| Admin fee / account holder | $13,933 | $15,759-11.6% | $14,398-3.2% | $14,365-3.0% |