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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 | $86,603 | $157,304-44.9% | $141,197-38.7% | $152,909-43.4% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 11.37% | 64.34%-53.0pp | 71.41%-60.0pp | 345.46%-334.1pp |
| Employer contribution / active EE | $1,826 | $5,263-65.3% | $4,736-61.4% | $4,764-61.7% |
| Participant deferral / active EE | $4,902 | $7,111-31.1% | $6,710-27.0% | $5,851-16.2% |
| Admin fee / account holder | $8,525 | $12,126-29.7% | $10,265-16.9% | $11,601-26.5% |