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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 | $181,062-54.0% | $158,223-47.4% | $155,188-46.4% |
| Participation rate | 61.9% | 82.7%-20.7pp | 79.2%-17.3pp | 80.8%-18.9pp |
| Annual return | 7.51% | 57.39%-49.9pp | 52.09%-44.6pp | 148.84%-141.3pp |
| Employer contribution / active EE | $1,036 | $4,565-77.3% | $4,109-74.8% | $4,248-75.6% |
| Participant deferral / active EE | $3,807 | $6,134-37.9% | $5,467-30.4% | $6,531-41.7% |
| Admin fee / account holder | $1,410 | $18,825-92.5% | $16,047-91.2% | $14,480-90.3% |