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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 | $128,074 | $156,398-18.1% | $147,318-13.1% | $138,895-7.8% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 10.82% | 78.75%-67.9pp | 70.43%-59.6pp | 145.39%-134.6pp |
| Employer contribution / active EE | $1,354 | $4,853-72.1% | $4,593-70.5% | $4,194-67.7% |
| Participant deferral / active EE | $4,327 | $8,237-47.5% | $7,906-45.3% | $6,396-32.4% |
| Admin fee / account holder | $1,768 | $14,976-88.2% | $13,708-87.1% | $12,562-85.9% |