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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 | $84,561 | $99,875-15.3% | $146,866-42.4% | $86,983-2.8% |
| Participation rate | 47.4% | 75.8%-28.4pp | 82.5%-35.1pp | 69.5%-22.2pp |
| Annual return | 9.56% | 28.10%-18.5pp | 102.85%-93.3pp | 25.83%-16.3pp |
| Employer contribution / active EE | $1,342 | $3,224-58.4% | $4,425-69.7% | $2,584-48.1% |
| Participant deferral / active EE | $3,290 | $6,322-48.0% | $7,759-57.6% | $4,194-21.5% |
| Admin fee / account holder | $744 | $7,838-90.5% | $13,620-94.5% | $7,856-90.5% |