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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 | $82,171 | $117,895-30.3% | $102,460-19.8% | $145,897-43.7% |
| Participation rate | 28.6% | 78.6%-50.1pp | 76.5%-47.9pp | 80.3%-51.7pp |
| Annual return | 7.43% | 31.92%-24.5pp | 29.47%-22.0pp | 552.29%-544.9pp |
| Employer contribution / active EE | $1,080 | $3,619-70.2% | $3,025-64.3% | $4,663-76.8% |
| Participant deferral / active EE | $1,943 | $5,736-66.1% | $5,056-61.6% | $6,689-71.0% |
| Admin fee / account holder | $12,927 | $13,353-3.2% | $9,460+36.6% | $13,390-3.5% |