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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 | $77,076 | $161,352-52.2% | $134,172-42.6% | $137,256-43.8% |
| Participation rate | 33.3% | 78.3%-45.0pp | 72.5%-39.1pp | 80.0%-46.6pp |
| Annual return | 8.69% | 28.72%-20.0pp | 25.30%-16.6pp | 220.34%-211.7pp |
| Employer contribution / active EE | $1,483 | $4,099-63.8% | $3,420-56.6% | $4,156-64.3% |
| Participant deferral / active EE | $1,533 | $5,552-72.4% | $4,690-67.3% | $6,407-76.1% |
| Admin fee / account holder | $13,196 | $15,028-12.2% | $12,016+9.8% | $12,270+7.5% |