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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 | $201,264-27.8% | $184,185-21.2% | $145,978-0.5% |
| Participation rate | 44.4% | 87.5%-43.1pp | 86.8%-42.4pp | 80.3%-35.8pp |
| Annual return | 9.43% | 29.00%-19.6pp | 28.81%-19.4pp | 550.52%-541.1pp |
| Employer contribution / active EE | $2,816 | $7,021-59.9% | $6,426-56.2% | $4,662-39.6% |
| Participant deferral / active EE | $7,168 | $9,806-26.9% | $9,132-21.5% | $6,690+7.2% |
| Admin fee / account holder | $1,821 | $16,376-88.9% | $13,909-86.9% | $13,400-86.4% |