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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 | $125,765 | $201,372-37.5% | $184,260-31.7% | $145,884-13.8% |
| Participation rate | 55.6% | 87.5%-31.9pp | 86.8%-31.3pp | 80.3%-24.7pp |
| Annual return | 7.94% | 29.04%-21.1pp | 28.84%-20.9pp | 551.85%-543.9pp |
| Employer contribution / active EE | $1,851 | $7,024-73.7% | $6,427-71.2% | $4,662-60.3% |
| Participant deferral / active EE | $3,757 | $9,808-61.7% | $9,133-58.9% | $6,690-43.8% |
| Admin fee / account holder | $7,114 | $16,362-56.5% | $13,898-48.8% | $13,392-46.9% |