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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 | $174,379-44.3% | $152,093-36.1% | $138,895-30.0% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 7.89% | 74.86%-67.0pp | 66.36%-58.5pp | 145.39%-137.5pp |
| Employer contribution / active EE | $1,483 | $4,652-68.1% | $4,175-64.5% | $4,194-64.6% |
| Participant deferral / active EE | $2,884 | $6,159-53.2% | $5,451-47.1% | $6,396-54.9% |
| Admin fee / account holder | $16,801 | $16,880-0.5% | $14,497+15.9% | $12,562+33.7% |