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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 | $125,983 | $154,228-18.3% | $145,433-13.4% | $137,256-8.2% |
| Participation rate | 64.7% | 83.8%-19.1pp | 82.1%-17.4pp | 80.0%-15.3pp |
| Annual return | 12.08% | 74.59%-62.5pp | 66.58%-54.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $4,033 | $4,804-16.1% | $4,554-11.5% | $4,156-3.0% |
| Participant deferral / active EE | $8,744 | $8,216+6.4% | $7,897+10.7% | $6,407+36.5% |
| Admin fee / account holder | $6,713 | $14,344-53.2% | $13,129-48.9% | $12,270-45.3% |