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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 | $74,805 | $148,629-49.7% | $135,982-45.0% | $139,487-46.4% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 11.18% | 79.33%-68.2pp | 68.32%-57.1pp | 373.84%-362.7pp |
| Employer contribution / active EE | $2,000 | $5,247-61.9% | $4,859-58.8% | $4,755-57.9% |
| Participant deferral / active EE | $3,225 | $8,102-60.2% | $7,760-58.4% | $6,713-52.0% |
| Admin fee / account holder | $425 | $12,406-96.6% | $10,767-96.1% | $11,407-96.3% |