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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 | $94,568 | $181,062-47.8% | $158,223-40.2% | $155,188-39.1% |
| Participation rate | 57.1% | 82.7%-25.5pp | 79.2%-22.1pp | 80.8%-23.7pp |
| Annual return | 2.10% | 57.39%-55.3pp | 52.09%-50.0pp | 148.84%-146.7pp |
| Employer contribution / active EE | $944 | $4,565-79.3% | $4,109-77.0% | $4,248-77.8% |
| Participant deferral / active EE | $6,468 | $6,134+5.4% | $5,467+18.3% | $6,531-1.0% |
| Admin fee / account holder | $106,464 | $18,825+465.5% | $16,047+563.4% | $14,480+635.3% |