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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 | $105,935 | $161,352-34.3% | $134,172-21.0% | $137,256-22.8% |
| Participation rate | 60.9% | 78.3%-17.4pp | 72.5%-11.6pp | 80.0%-19.1pp |
| Annual return | 8.65% | 28.72%-20.1pp | 25.30%-16.7pp | 220.34%-211.7pp |
| Employer contribution / active EE | $941 | $4,099-77.0% | $3,420-72.5% | $4,156-77.4% |
| Participant deferral / active EE | $2,339 | $5,552-57.9% | $4,690-50.1% | $6,407-63.5% |
| Admin fee / account holder | $11,031 | $15,028-26.6% | $12,016-8.2% | $12,270-10.1% |