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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 | $80,320 | $51,638+55.5% | $129,406-37.9% | $80,959-0.8% |
| Participation rate | 43.0% | 56.9%-13.9pp | 69.6%-26.6pp | 67.7%-24.7pp |
| Annual return | 11.06% | 20.78%-9.7pp | 9468.18%-9457.1pp | 35.67%-24.6pp |
| Employer contribution / active EE | $933 | $1,584-41.1% | $4,155-77.5% | $2,757-66.2% |
| Participant deferral / active EE | $1,191 | $2,670-55.4% | $4,167-71.4% | $4,300-72.3% |
| Admin fee / account holder | $4,484 | $4,313+4.0% | $7,689-41.7% | $6,925-35.2% |