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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 | $174,379-47.8% | $152,093-40.1% | $138,895-34.4% |
| Participation rate | 58.3% | 81.6%-23.3pp | 77.8%-19.4pp | 79.9%-21.6pp |
| Annual return | 8.82% | 74.86%-66.0pp | 66.36%-57.5pp | 145.39%-136.6pp |
| Employer contribution / active EE | $1,593 | $4,652-65.8% | $4,175-61.8% | $4,194-62.0% |
| Participant deferral / active EE | $3,375 | $6,159-45.2% | $5,451-38.1% | $6,396-47.2% |
| Admin fee / account holder | $2,664 | $16,880-84.2% | $14,497-81.6% | $12,562-78.8% |