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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 | $78,476 | $102,938-23.8% | $94,105-16.6% | $138,895-43.5% |
| Participation rate | 37.5% | 74.6%-37.1pp | 71.9%-34.4pp | 79.9%-42.4pp |
| Annual return | 10.07% | 250.28%-240.2pp | 204.55%-194.5pp | 145.39%-135.3pp |
| Employer contribution / active EE | $614 | $2,732-77.5% | $2,504-75.5% | $4,194-85.4% |
| Participant deferral / active EE | $764 | $4,196-81.8% | $3,881-80.3% | $6,396-88.1% |
| Admin fee / account holder | $18,066 | $6,600+173.7% | $6,199+191.4% | $12,562+43.8% |