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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 | $125,828 | $135,956-7.4% | $123,894+1.6% | $273,972-54.1% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 1.32% | 56.63%-55.3pp | 47.52%-46.2pp | 41.46%-40.1pp |
| Employer contribution / active EE | $1,669 | $5,170-67.7% | $4,617-63.9% | $4,869-65.7% |
| Participant deferral / active EE | $4,512 | $6,343-28.9% | $5,984-24.6% | $5,287-14.7% |
| Admin fee / account holder | $1,058 | $9,817-89.2% | $8,357-87.3% | $10,133-89.6% |