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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 | $94,719 | $89,367+6.0% | $141,191-32.9% | $72,975+29.8% |
| Participation rate | 69.4% | 75.1%-5.7pp | 82.5%-13.0pp | 69.5%0pp |
| Annual return | 16.49% | 111.87%-95.4pp | 71.41%-54.9pp | 81.01%-64.5pp |
| Employer contribution / active EE | $1,366 | $3,115-56.1% | $4,736-71.2% | $2,440-44.0% |
| Participant deferral / active EE | $3,792 | $5,419-30.0% | $6,710-43.5% | $3,608+5.1% |
| Admin fee / account holder | $22,000 | $5,957+269.3% | $10,264+114.3% | $5,124+329.3% |