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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 | $101,270 | $154,228-34.3% | $145,433-30.4% | $137,256-26.2% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 5.04% | 74.59%-69.5pp | 66.58%-61.5pp | 220.34%-215.3pp |
| Employer contribution / active EE | $1,134 | $4,804-76.4% | $4,554-75.1% | $4,156-72.7% |
| Participant deferral / active EE | $4,470 | $8,216-45.6% | $7,897-43.4% | $6,407-30.2% |
| Admin fee / account holder | $638 | $14,344-95.6% | $13,129-95.1% | $12,270-94.8% |