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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 | $83,042 | $162,967-49.0% | $135,792-38.8% | $138,895-40.2% |
| Participation rate | 58.3% | 78.3%-20.0pp | 72.6%-14.3pp | 79.9%-21.6pp |
| Annual return | 7.71% | 30.08%-22.4pp | 25.96%-18.2pp | 145.39%-137.7pp |
| Employer contribution / active EE | $1,284 | $4,211-69.5% | $3,496-63.3% | $4,194-69.4% |
| Participant deferral / active EE | $3,520 | $5,640-37.6% | $4,759-26.0% | $6,396-45.0% |
| Admin fee / account holder | $39,335 | $15,306+157.0% | $12,266+220.7% | $12,562+213.1% |