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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 | $77,156 | $211,105-63.5% | $178,449-56.8% | $145,978-47.1% |
| Participation rate | 36.4% | 80.8%-44.4pp | 77.1%-40.7pp | 80.3%-43.9pp |
| Annual return | 6.74% | 30.19%-23.5pp | 27.09%-20.4pp | 550.52%-543.8pp |
| Employer contribution / active EE | $1,990 | $4,569-56.4% | $3,951-49.6% | $4,662-57.3% |
| Participant deferral / active EE | $4,204 | $6,959-39.6% | $6,277-33.0% | $6,690-37.2% |
| Admin fee / account holder | $1,037 | $12,017-91.4% | $10,362-90.0% | $13,400-92.3% |