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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 | $104,349 | $178,174-41.4% | $156,181-33.2% | $137,256-24.0% |
| Participation rate | 38.1% | 82.0%-43.9pp | 78.8%-40.7pp | 80.0%-41.9pp |
| Annual return | 6.23% | 84.19%-78.0pp | 64.87%-58.6pp | 220.34%-214.1pp |
| Employer contribution / active EE | $2,278 | $4,972-54.2% | $4,294-46.9% | $4,156-45.2% |
| Participant deferral / active EE | $5,050 | $6,888-26.7% | $6,132-17.6% | $6,407-21.2% |
| Admin fee / account holder | $551 | $17,404-96.8% | $14,586-96.2% | $12,270-95.5% |