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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 | $73,086 | $178,174-59.0% | $156,181-53.2% | $137,256-46.8% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.8%-23.3pp | 80.0%-24.4pp |
| Annual return | 8.98% | 84.19%-75.2pp | 64.87%-55.9pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,151 | $4,972-76.9% | $4,294-73.2% | $4,156-72.3% |
| Participant deferral / active EE | $2,440 | $6,888-64.6% | $6,132-60.2% | $6,407-61.9% |
| Admin fee / account holder | $7,239 | $17,404-58.4% | $14,586-50.4% | $12,270-41.0% |