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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 | $97,191 | $172,111-43.5% | $150,298-35.3% | $137,256-29.2% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 7.89% | 69.37%-61.5pp | 62.79%-54.9pp | 220.34%-212.4pp |
| Employer contribution / active EE | $1,483 | $4,636-68.0% | $4,154-64.3% | $4,156-64.3% |
| Participant deferral / active EE | $2,884 | $6,166-53.2% | $5,453-47.1% | $6,407-55.0% |
| Admin fee / account holder | $16,801 | $16,471+2.0% | $14,116+19.0% | $12,270+36.9% |