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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 | $137,579 | $111,535+23.4% | $105,223+30.7% | $137,256+0.2% |
| Participation rate | 41.2% | 78.1%-36.9pp | 75.0%-33.9pp | 80.0%-38.8pp |
| Annual return | 5.17% | 237.85%-232.7pp | 180.65%-175.5pp | 220.34%-215.2pp |
| Employer contribution / active EE | $1,066 | $3,939-72.9% | $3,689-71.1% | $4,156-74.3% |
| Participant deferral / active EE | $2,475 | $5,500-55.0% | $5,072-51.2% | $6,407-61.4% |
| Admin fee / account holder | $2,086 | $9,721-78.5% | $8,859-76.4% | $12,270-83.0% |