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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 | $99,291 | $162,136-38.8% | $152,301-34.8% | $154,746-35.8% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 3.84% | 91.02%-87.2pp | 80.50%-76.7pp | 172.34%-168.5pp |
| Employer contribution / active EE | $1,494 | $4,890-69.4% | $4,624-67.7% | $4,379-65.9% |
| Participant deferral / active EE | $6,404 | $8,341-23.2% | $8,004-20.0% | $6,730-4.9% |
| Admin fee / account holder | $574 | $15,759-96.4% | $14,398-96.0% | $14,365-96.0% |