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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 | $83,923 | $97,125-13.6% | $86,233-2.7% | $137,256-38.9% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.0%-35.7pp | 80.0%-46.6pp |
| Annual return | 10.64% | 74.19%-63.5pp | 61.39%-50.7pp | 220.34%-209.7pp |
| Employer contribution / active EE | $718 | $2,841-74.7% | $2,504-71.3% | $4,156-82.7% |
| Participant deferral / active EE | $3,307 | $5,180-36.2% | $4,559-27.5% | $6,407-48.4% |
| Admin fee / account holder | $1,766 | $9,725-81.8% | $8,342-78.8% | $12,270-85.6% |