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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 | $86,252 | $178,174-51.6% | $156,181-44.8% | $137,256-37.2% |
| Participation rate | 69.6% | 82.0%-12.5pp | 78.8%-9.3pp | 80.0%-10.4pp |
| Annual return | 5.75% | 84.19%-78.4pp | 64.87%-59.1pp | 220.34%-214.6pp |
| Employer contribution / active EE | $1,476 | $4,972-70.3% | $4,294-65.6% | $4,156-64.5% |
| Participant deferral / active EE | $2,532 | $6,888-63.2% | $6,132-58.7% | $6,407-60.5% |
| Admin fee / account holder | $10,854 | $17,404-37.6% | $14,586-25.6% | $12,270-11.5% |