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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 | $81,871 | $111,814-26.8% | $103,378-20.8% | $145,978-43.9% |
| Participation rate | 63.2% | 77.9%-14.8pp | 74.5%-11.4pp | 80.3%-17.1pp |
| Annual return | 8.96% | 24.80%-15.8pp | 24.91%-15.9pp | 550.52%-541.6pp |
| Employer contribution / active EE | $1,613 | $4,215-61.7% | $3,870-58.3% | $4,662-65.4% |
| Participant deferral / active EE | $4,345 | $5,618-22.6% | $5,058-14.1% | $6,690-35.0% |
| Admin fee / account holder | $11,835 | $9,764+21.2% | $8,401+40.9% | $13,400-11.7% |