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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 | $99,382 | $211,239-53.0% | $178,528-44.3% | $145,877-31.9% |
| Participation rate | 64.3% | 80.8%-16.5pp | 77.1%-12.8pp | 80.3%-16.0pp |
| Annual return | 7.00% | 30.22%-23.2pp | 27.11%-20.1pp | 551.28%-544.3pp |
| Employer contribution / active EE | $1,572 | $4,570-65.6% | $3,950-60.2% | $4,663-66.3% |
| Participant deferral / active EE | $5,086 | $6,963-26.9% | $6,278-19.0% | $6,691-24.0% |
| Admin fee / account holder | $685 | $12,095-94.3% | $10,419-93.4% | $13,402-94.9% |