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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 | $93,493 | $156,398-40.2% | $147,318-36.5% | $138,895-32.7% |
| Participation rate | 28.6% | 83.8%-55.2pp | 82.1%-53.5pp | 79.9%-51.3pp |
| Annual return | 9.35% | 78.75%-69.4pp | 70.43%-61.1pp | 145.39%-136.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,597 | $8,237-56.3% | $7,906-54.5% | $6,396-43.8% |
| Admin fee / account holder | $10,000 | $14,976-33.2% | $13,708-27.0% | $12,562-20.4% |