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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 | $78,479 | $123,793-36.6% | $177,848-55.9% | $79,856-1.7% |
| Participation rate | 61.5% | 84.7%-23.1pp | 87.7%-26.2pp | 69.6%-8.1pp |
| Annual return | 10.06% | 22.82%-12.8pp | 48.33%-38.3pp | 31.71%-21.7pp |
| Employer contribution / active EE | $1,470 | $4,095-64.1% | $5,919-75.2% | $2,471-40.5% |
| Participant deferral / active EE | $2,970 | $5,956-50.1% | $7,714-61.5% | $3,741-20.6% |
| Admin fee / account holder | $2,986 | $7,243-58.8% | $12,431-76.0% | $5,306-43.7% |