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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 | $86,271 | $115,225-25.1% | $100,712-14.3% | $138,895-37.9% |
| Participation rate | 68.8% | 74.3%-5.6pp | 69.3%-0.5pp | 79.9%-11.2pp |
| Annual return | 6.16% | 40.35%-34.2pp | 33.27%-27.1pp | 145.39%-139.2pp |
| Employer contribution / active EE | $1,110 | $2,771-59.9% | $2,313-52.0% | $4,194-73.5% |
| Participant deferral / active EE | $4,134 | $4,699-12.0% | $4,085+1.2% | $6,396-35.4% |
| Admin fee / account holder | $2,440 | $10,844-77.5% | $9,256-73.6% | $12,562-80.6% |