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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 | $131,121 | $174,379-24.8% | $152,093-13.8% | $138,895-5.6% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 10.39% | 74.86%-64.5pp | 66.36%-56.0pp | 145.39%-135.0pp |
| Employer contribution / active EE | $2,340 | $4,652-49.7% | $4,175-43.9% | $4,194-44.2% |
| Participant deferral / active EE | $4,800 | $6,159-22.1% | $5,451-11.9% | $6,396-25.0% |
| Admin fee / account holder | $25,022 | $16,880+48.2% | $14,497+72.6% | $12,562+99.2% |