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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 | $82,987 | $211,224-60.7% | $178,505-53.5% | $145,897-43.1% |
| Participation rate | 10.0% | 80.8%-70.8pp | 77.1%-67.1pp | 80.3%-70.3pp |
| Annual return | 7.07% | 30.28%-23.2pp | 27.16%-20.1pp | 552.29%-545.2pp |
| Employer contribution / active EE | $1,108 | $4,577-75.8% | $3,955-72.0% | $4,663-76.2% |
| Participant deferral / active EE | $1,629 | $6,966-76.6% | $6,280-74.1% | $6,689-75.6% |
| Admin fee / account holder | $1,473 | $12,109-87.8% | $10,428-85.9% | $13,390-89.0% |