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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 | $85,845 | $148,623-42.2% | $135,974-36.9% | $139,466-38.4% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 9.70% | 79.30%-69.6pp | 68.30%-58.6pp | 373.66%-364.0pp |
| Employer contribution / active EE | $1,502 | $5,246-71.4% | $4,859-69.1% | $4,754-68.4% |
| Participant deferral / active EE | $2,851 | $8,103-64.8% | $7,760-63.3% | $6,712-57.5% |
| Admin fee / account holder | $428 | $12,406-96.5% | $10,767-96.0% | $11,409-96.2% |