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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 | $86,505 | $148,623-41.8% | $135,974-36.4% | $139,466-38.0% |
| Participation rate | 45.5% | 83.9%-38.4pp | 81.9%-36.5pp | 80.3%-34.9pp |
| Annual return | 12.07% | 79.30%-67.2pp | 68.30%-56.2pp | 373.66%-361.6pp |
| Employer contribution / active EE | $1,504 | $5,246-71.3% | $4,859-69.1% | $4,754-68.4% |
| Participant deferral / active EE | $7,014 | $8,103-13.4% | $7,760-9.6% | $6,712+4.5% |
| Admin fee / account holder | $995 | $12,406-92.0% | $10,767-90.8% | $11,409-91.3% |