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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 | $57,935 | $73,978-21.7% | $96,515-40.0% | $75,173-22.9% |
| Participation rate | 23.1% | 66.4%-43.4pp | 74.3%-51.3pp | 67.2%-44.1pp |
| Annual return | 11.00% | 26.72%-15.7pp | 35.73%-24.7pp | 160.72%-149.7pp |
| Employer contribution / active EE | $928 | $2,931-68.3% | $3,740-75.2% | $2,671-65.3% |
| Participant deferral / active EE | $3,575 | $3,660-2.3% | $4,880-26.7% | $4,126-13.4% |
| Admin fee / account holder | $10,002 | $5,219+91.7% | $6,735+48.5% | $5,651+77.0% |