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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 | $137,995 | $162,136-14.9% | $152,301-9.4% | $154,746-10.8% |
| Participation rate | 27.8% | 84.1%-56.3pp | 82.4%-54.7pp | 80.7%-52.9pp |
| Annual return | 4.78% | 91.02%-86.2pp | 80.50%-75.7pp | 172.34%-167.6pp |
| Employer contribution / active EE | $1,057 | $4,890-78.4% | $4,624-77.1% | $4,379-75.9% |
| Participant deferral / active EE | $3,383 | $8,341-59.4% | $8,004-57.7% | $6,730-49.7% |
| Admin fee / account holder | $1,697 | $15,759-89.2% | $14,398-88.2% | $14,365-88.2% |