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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 | $83,236 | $148,629-44.0% | $135,982-38.8% | $139,487-40.3% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 9.87% | 79.33%-69.5pp | 68.32%-58.4pp | 373.84%-364.0pp |
| Employer contribution / active EE | $2,914 | $5,247-44.5% | $4,859-40.0% | $4,755-38.7% |
| Participant deferral / active EE | $5,034 | $8,102-37.9% | $7,760-35.1% | $6,713-25.0% |
| Admin fee / account holder | $425 | $12,406-96.6% | $10,767-96.1% | $11,407-96.3% |