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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 | $111,535-26.1% | $105,223-21.6% | $137,256-39.9% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 7.18% | 237.85%-230.7pp | 180.65%-173.5pp | 220.34%-213.2pp |
| Employer contribution / active EE | $1,878 | $3,939-52.3% | $3,689-49.1% | $4,156-54.8% |
| Participant deferral / active EE | $5,425 | $5,500-1.4% | $5,072+7.0% | $6,407-15.3% |
| Admin fee / account holder | $9,082 | $9,721-6.6% | $8,859+2.5% | $12,270-26.0% |