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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 | $111,482 | $172,111-35.2% | $150,298-25.8% | $137,256-18.8% |
| Participation rate | 56.3% | 81.7%-25.5pp | 77.8%-21.5pp | 80.0%-23.7pp |
| Annual return | 9.38% | 69.37%-60.0pp | 62.79%-53.4pp | 220.34%-211.0pp |
| Employer contribution / active EE | $883 | $4,636-81.0% | $4,154-78.7% | $4,156-78.7% |
| Participant deferral / active EE | $2,105 | $6,166-65.9% | $5,453-61.4% | $6,407-67.2% |
| Admin fee / account holder | $8,088 | $16,471-50.9% | $14,116-42.7% | $12,270-34.1% |