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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 | $83,345 | $209,336-60.2% | $197,124-57.7% | $137,256-39.3% |
| Participation rate | 42.9% | 87.3%-44.4pp | 86.7%-43.9pp | 80.0%-37.1pp |
| Annual return | 8.41% | 48.09%-39.7pp | 44.34%-35.9pp | 220.34%-211.9pp |
| Employer contribution / active EE | $1,848 | $6,591-72.0% | $6,227-70.3% | $4,156-55.5% |
| Participant deferral / active EE | $3,243 | $9,614-66.3% | $9,135-64.5% | $6,407-49.4% |
| Admin fee / account holder | $764 | $17,308-95.6% | $16,298-95.3% | $12,270-93.8% |