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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 | $80,739 | $157,304-48.7% | $141,197-42.8% | $152,909-47.2% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 7.55% | 64.34%-56.8pp | 71.41%-63.9pp | 345.46%-337.9pp |
| Employer contribution / active EE | $2,200 | $5,263-58.2% | $4,736-53.5% | $4,764-53.8% |
| Participant deferral / active EE | $8,333 | $7,111+17.2% | $6,710+24.2% | $5,851+42.4% |
| Admin fee / account holder | $7,318 | $12,126-39.6% | $10,265-28.7% | $11,601-36.9% |