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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 | $155,555-11.3% | $146,866-6.0% | $155,188-11.1% |
| Participation rate | 27.8% | 84.0%-56.2pp | 82.5%-54.7pp | 80.8%-53.0pp |
| Annual return | 4.78% | 115.41%-110.6pp | 102.85%-98.1pp | 148.84%-144.1pp |
| Employer contribution / active EE | $1,057 | $4,647-77.3% | $4,425-76.1% | $4,248-75.1% |
| Participant deferral / active EE | $3,383 | $8,044-58.0% | $7,759-56.4% | $6,531-48.2% |
| Admin fee / account holder | $1,697 | $14,755-88.5% | $13,620-87.5% | $14,480-88.3% |