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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 | $156,398-35.2% | $147,318-31.3% | $138,895-27.1% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 5.04% | 78.75%-73.7pp | 70.43%-65.4pp | 145.39%-140.3pp |
| Employer contribution / active EE | $1,134 | $4,853-76.6% | $4,593-75.3% | $4,194-73.0% |
| Participant deferral / active EE | $4,470 | $8,237-45.7% | $7,906-43.5% | $6,396-30.1% |
| Admin fee / account holder | $638 | $14,976-95.7% | $13,708-95.3% | $12,562-94.9% |