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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 | $83,777 | $135,956-38.4% | $123,894-32.4% | $273,972-69.4% |
| Participation rate | 43.5% | 84.1%-40.6pp | 81.4%-37.9pp | 83.0%-39.5pp |
| Annual return | 3.54% | 56.63%-53.1pp | 47.52%-44.0pp | 41.46%-37.9pp |
| Employer contribution / active EE | $2,166 | $5,170-58.1% | $4,617-53.1% | $4,869-55.5% |
| Participant deferral / active EE | $4,043 | $6,343-36.3% | $5,984-32.4% | $5,287-23.5% |
| Admin fee / account holder | $16,609 | $9,817+69.2% | $8,357+98.7% | $10,133+63.9% |