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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 | $114,082 | $185,312-38.4% | $161,489-29.4% | $154,746-26.3% |
| Participation rate | 52.4% | 82.5%-30.1pp | 78.7%-26.3pp | 80.7%-28.3pp |
| Annual return | 8.79% | 103.84%-95.1pp | 89.72%-80.9pp | 172.34%-163.5pp |
| Employer contribution / active EE | $2,266 | $4,769-52.5% | $4,268-46.9% | $4,379-48.3% |
| Participant deferral / active EE | $4,901 | $6,350-22.8% | $5,630-12.9% | $6,730-27.2% |
| Admin fee / account holder | $26,247 | $18,654+40.7% | $16,006+64.0% | $14,365+82.7% |