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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 | $98,872 | $139,948-29.4% | $121,663-18.7% | $154,746-36.1% |
| Participation rate | 47.8% | 78.0%-30.2pp | 74.5%-26.7pp | 80.7%-32.9pp |
| Annual return | 7.46% | 230.52%-223.1pp | 147.54%-140.1pp | 172.34%-164.9pp |
| Employer contribution / active EE | $1,151 | $3,521-67.3% | $3,020-61.9% | $4,379-73.7% |
| Participant deferral / active EE | $2,486 | $5,629-55.8% | $4,887-49.1% | $6,730-63.1% |
| Admin fee / account holder | $15,955 | $17,321-7.9% | $14,289+11.7% | $14,365+11.1% |