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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 | $129,737+6.0% | $119,126+15.5% | $154,746-11.1% |
| Participation rate | 41.2% | 78.9%-37.7pp | 75.8%-34.6pp | 80.7%-39.5pp |
| Annual return | 5.17% | 379.08%-373.9pp | 282.11%-276.9pp | 172.34%-167.2pp |
| Employer contribution / active EE | $1,066 | $4,375-75.6% | $4,034-73.6% | $4,379-75.7% |
| Participant deferral / active EE | $2,475 | $5,842-57.6% | $5,318-53.5% | $6,730-63.2% |
| Admin fee / account holder | $2,086 | $11,961-82.6% | $10,693-80.5% | $14,365-85.5% |