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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 | $138,736 | $156,398-11.3% | $147,318-5.8% | $138,895-0.1% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 10.58% | 78.75%-68.2pp | 70.43%-59.9pp | 145.39%-134.8pp |
| Employer contribution / active EE | $1,393 | $4,853-71.3% | $4,593-69.7% | $4,194-66.8% |
| Participant deferral / active EE | $4,202 | $8,237-49.0% | $7,906-46.9% | $6,396-34.3% |
| Admin fee / account holder | $2,434 | $14,976-83.7% | $13,708-82.2% | $12,562-80.6% |