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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 | $76,321 | $148,629-48.6% | $135,982-43.9% | $139,487-45.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 11.36% | 79.33%-68.0pp | 68.32%-57.0pp | 373.84%-362.5pp |
| Employer contribution / active EE | $1,768 | $5,247-66.3% | $4,859-63.6% | $4,755-62.8% |
| Participant deferral / active EE | $6,050 | $8,102-25.3% | $7,760-22.0% | $6,713-9.9% |
| Admin fee / account holder | $3,698 | $12,406-70.2% | $10,767-65.7% | $11,407-67.6% |