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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 | $185,312-55.1% | $161,489-48.5% | $154,746-46.2% |
| Participation rate | 61.9% | 82.5%-20.6pp | 78.7%-16.8pp | 80.7%-18.8pp |
| Annual return | 7.51% | 103.84%-96.3pp | 89.72%-82.2pp | 172.34%-164.8pp |
| Employer contribution / active EE | $1,036 | $4,769-78.3% | $4,268-75.7% | $4,379-76.4% |
| Participant deferral / active EE | $3,807 | $6,350-40.0% | $5,630-32.4% | $6,730-43.4% |
| Admin fee / account holder | $1,410 | $18,654-92.4% | $16,006-91.2% | $14,365-90.2% |