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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 | $72,462 | $110,307-34.3% | $96,576-25.0% | $139,456-48.0% |
| Participation rate | 68.8% | 78.1%-9.4pp | 76.0%-7.2pp | 80.3%-11.6pp |
| Annual return | 8.62% | 26.40%-17.8pp | 25.87%-17.3pp | 373.45%-364.8pp |
| Employer contribution / active EE | $1,095 | $3,619-69.7% | $2,965-63.1% | $4,753-77.0% |
| Participant deferral / active EE | $4,288 | $5,547-22.7% | $4,851-11.6% | $6,711-36.1% |
| Admin fee / account holder | $6,815 | $11,597-41.2% | $8,253-17.4% | $11,407-40.3% |