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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 | $82,453 | $134,817-38.8% | $123,973-33.5% | $155,188-46.9% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.7%-14.2pp | 80.8%-18.3pp |
| Annual return | 7.18% | 515.49%-508.3pp | 388.13%-380.9pp | 148.84%-141.7pp |
| Employer contribution / active EE | $1,878 | $4,425-57.6% | $4,126-54.5% | $4,248-55.8% |
| Participant deferral / active EE | $5,425 | $5,706-4.9% | $5,247+3.4% | $6,531-16.9% |
| Admin fee / account holder | $9,082 | $13,245-31.4% | $11,799-23.0% | $14,480-37.3% |