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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 | $69,258 | $103,392-33.0% | $87,104-20.5% | $152,897-54.7% |
| Participation rate | 42.9% | 79.4%-36.5pp | 76.9%-34.0pp | 82.5%-39.6pp |
| Annual return | 9.24% | 28.10%-18.9pp | 28.19%-18.9pp | 345.43%-336.2pp |
| Employer contribution / active EE | $1,226 | $3,221-61.9% | $2,521-51.4% | $4,764-74.3% |
| Participant deferral / active EE | $1,530 | $4,778-68.0% | $4,048-62.2% | $5,851-73.8% |
| Admin fee / account holder | $2,545 | $12,194-79.1% | $7,491-66.0% | $11,599-78.1% |