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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 | $117,904-30.3% | $102,457-19.8% | $145,978-43.7% |
| Participation rate | 28.6% | 78.6%-50.0pp | 76.5%-47.9pp | 80.3%-51.7pp |
| Annual return | 7.43% | 31.80%-24.4pp | 29.41%-22.0pp | 550.52%-543.1pp |
| Employer contribution / active EE | $1,080 | $3,613-70.1% | $3,022-64.3% | $4,662-76.8% |
| Participant deferral / active EE | $1,943 | $5,733-66.1% | $5,054-61.6% | $6,690-71.0% |
| Admin fee / account holder | $12,927 | $13,329-3.0% | $9,451+36.8% | $13,400-3.5% |