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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 | $80,190 | $94,031-14.7% | $115,768-30.7% | $82,448-2.7% |
| Participation rate | 50.5% | 70.4%-19.9pp | 74.4%-23.9pp | 68.1%-17.5pp |
| Annual return | 11.73% | 20.61%-8.9pp | 100.46%-88.7pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,251 | $2,323-46.2% | $2,940-57.4% | $2,551-51.0% |
| Participant deferral / active EE | $2,199 | $3,972-44.6% | $4,917-55.3% | $4,139-46.9% |
| Admin fee / account holder | $1,617 | $10,249-84.2% | $12,439-87.0% | $7,234-77.6% |