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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 | $84,198 | $114,712-26.6% | $173,730-51.5% | $87,485-3.8% |
| Participation rate | 57.9% | 73.0%-15.1pp | 79.6%-21.7pp | 68.9%-11.0pp |
| Annual return | 9.16% | 20.18%-11.0pp | 19.96%-10.8pp | 26.06%-16.9pp |
| Employer contribution / active EE | $1,718 | $2,904-40.8% | $4,577-62.5% | $2,596-33.8% |
| Participant deferral / active EE | $5,070 | $4,642+9.2% | $6,326-19.9% | $4,274+18.6% |
| Admin fee / account holder | $2,772 | $10,210-72.9% | $17,523-84.2% | $7,775-64.3% |