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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 | $145,229 | $201,372-27.9% | $184,260-21.2% | $145,884-0.4% |
| Participation rate | 44.4% | 87.5%-43.0pp | 86.8%-42.4pp | 80.3%-35.9pp |
| Annual return | 9.43% | 29.04%-19.6pp | 28.84%-19.4pp | 551.85%-542.4pp |
| Employer contribution / active EE | $2,816 | $7,024-59.9% | $6,427-56.2% | $4,662-39.6% |
| Participant deferral / active EE | $7,168 | $9,808-26.9% | $9,133-21.5% | $6,690+7.2% |
| Admin fee / account holder | $1,821 | $16,362-88.9% | $13,898-86.9% | $13,392-86.4% |