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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 | $125,855 | $154,228-18.4% | $145,433-13.5% | $137,256-8.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 3.87% | 74.59%-70.7pp | 66.58%-62.7pp | 220.34%-216.5pp |
| Employer contribution / active EE | $2,512 | $4,804-47.7% | $4,554-44.8% | $4,156-39.6% |
| Participant deferral / active EE | $4,823 | $8,216-41.3% | $7,897-38.9% | $6,407-24.7% |
| Admin fee / account holder | $528 | $14,344-96.3% | $13,129-96.0% | $12,270-95.7% |