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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 | $138,279 | $156,398-11.6% | $147,318-6.1% | $138,895-0.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 11.92% | 78.75%-66.8pp | 70.43%-58.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $1,765 | $4,853-63.6% | $4,593-61.6% | $4,194-57.9% |
| Participant deferral / active EE | $3,465 | $8,237-57.9% | $7,906-56.2% | $6,396-45.8% |
| Admin fee / account holder | $2,123 | $14,976-85.8% | $13,708-84.5% | $12,562-83.1% |