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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 | $155,555-36.2% | $146,866-32.4% | $155,188-36.0% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.5%-42.5pp | 80.8%-40.8pp |
| Annual return | 3.84% | 115.41%-111.6pp | 102.85%-99.0pp | 148.84%-145.0pp |
| Employer contribution / active EE | $1,494 | $4,647-67.8% | $4,425-66.2% | $4,248-64.8% |
| Participant deferral / active EE | $6,404 | $8,044-20.4% | $7,759-17.5% | $6,531-2.0% |
| Admin fee / account holder | $574 | $14,755-96.1% | $13,620-95.8% | $14,480-96.0% |