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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 | $91,097 | $185,312-50.8% | $161,489-43.6% | $154,746-41.1% |
| Participation rate | 58.3% | 82.5%-24.1pp | 78.7%-20.4pp | 80.7%-22.4pp |
| Annual return | 8.82% | 103.84%-95.0pp | 89.72%-80.9pp | 172.34%-163.5pp |
| Employer contribution / active EE | $1,593 | $4,769-66.6% | $4,268-62.7% | $4,379-63.6% |
| Participant deferral / active EE | $3,375 | $6,350-46.9% | $5,630-40.1% | $6,730-49.9% |
| Admin fee / account holder | $2,664 | $18,654-85.7% | $16,006-83.4% | $14,365-81.5% |