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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 | $199,109-56.7% | $173,730-50.4% | $154,746-44.3% |
| Participation rate | 69.6% | 82.8%-13.2pp | 79.6%-10.0pp | 80.7%-11.1pp |
| Annual return | 5.75% | 20.02%-14.3pp | 19.96%-14.2pp | 172.34%-166.6pp |
| Employer contribution / active EE | $1,476 | $5,311-72.2% | $4,577-67.8% | $4,379-66.3% |
| Participant deferral / active EE | $2,532 | $7,113-64.4% | $6,326-60.0% | $6,730-62.4% |
| Admin fee / account holder | $10,854 | $20,916-48.1% | $17,523-38.1% | $14,365-24.4% |