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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 | $113,913 | $228,395-50.1% | $185,861-38.7% | $158,982-28.3% |
| Participation rate | 46.7% | 82.3%-35.6pp | 78.0%-31.4pp | 82.0%-35.3pp |
| Annual return | 3.50% | 40.82%-37.3pp | 35.96%-32.5pp | 302.99%-299.5pp |
| Employer contribution / active EE | $2,525 | $4,968-49.2% | $4,088-38.2% | $4,763-47.0% |
| Participant deferral / active EE | $5,110 | $6,417-20.4% | $5,634-9.3% | $5,983-14.6% |
| Admin fee / account holder | $8,554 | $11,869-27.9% | $9,503-10.0% | $11,252-24.0% |