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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 | $74,900 | $201,370-62.8% | $184,256-59.3% | $145,897-48.7% |
| Participation rate | 37.5% | 87.5%-50.0pp | 86.8%-49.3pp | 80.3%-42.8pp |
| Annual return | 8.23% | 29.05%-20.8pp | 28.85%-20.6pp | 552.29%-544.1pp |
| Employer contribution / active EE | $1,708 | $7,024-75.7% | $6,427-73.4% | $4,663-63.4% |
| Participant deferral / active EE | $3,529 | $9,808-64.0% | $9,133-61.4% | $6,689-47.2% |
| Admin fee / account holder | $1,095 | $16,364-93.3% | $13,899-92.1% | $13,390-91.8% |