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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 | $84,132 | $157,296-46.5% | $141,191-40.4% | $152,897-45.0% |
| Participation rate | 20.0% | 84.8%-64.8pp | 82.5%-62.5pp | 82.5%-62.5pp |
| Annual return | 10.88% | 64.34%-53.5pp | 71.41%-60.5pp | 345.43%-334.5pp |
| Employer contribution / active EE | $2,465 | $5,262-53.1% | $4,736-47.9% | $4,764-48.2% |
| Participant deferral / active EE | $3,448 | $7,111-51.5% | $6,710-48.6% | $5,851-41.1% |
| Admin fee / account holder | $6,144 | $12,125-49.3% | $10,264-40.1% | $11,599-47.0% |