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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 | $162,136-23.2% | $152,301-18.2% | $154,746-19.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 4.21% | 91.02%-86.8pp | 80.50%-76.3pp | 172.34%-168.1pp |
| Employer contribution / active EE | $2,129 | $4,890-56.5% | $4,624-54.0% | $4,379-51.4% |
| Participant deferral / active EE | $4,801 | $8,341-42.4% | $8,004-40.0% | $6,730-28.7% |
| Admin fee / account holder | $1,829 | $15,759-88.4% | $14,398-87.3% | $14,365-87.3% |