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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 | $83,224 | $172,111-51.6% | $150,298-44.6% | $137,256-39.4% |
| Participation rate | 61.9% | 81.7%-19.8pp | 77.8%-15.9pp | 80.0%-18.1pp |
| Annual return | 7.51% | 69.37%-61.9pp | 62.79%-55.3pp | 220.34%-212.8pp |
| Employer contribution / active EE | $1,036 | $4,636-77.7% | $4,154-75.1% | $4,156-75.1% |
| Participant deferral / active EE | $3,807 | $6,166-38.3% | $5,453-30.2% | $6,407-40.6% |
| Admin fee / account holder | $1,410 | $16,471-91.4% | $14,116-90.0% | $12,270-88.5% |