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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 | $124,524 | $155,555-19.9% | $146,866-15.2% | $155,188-19.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 4.21% | 115.41%-111.2pp | 102.85%-98.6pp | 148.84%-144.6pp |
| Employer contribution / active EE | $2,129 | $4,647-54.2% | $4,425-51.9% | $4,248-49.9% |
| Participant deferral / active EE | $4,801 | $8,044-40.3% | $7,759-38.1% | $6,531-26.5% |
| Admin fee / account holder | $1,829 | $14,755-87.6% | $13,620-86.6% | $14,480-87.4% |