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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 | $76,879 | $185,312-58.5% | $161,489-52.4% | $154,746-50.3% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.7%-23.1pp | 80.7%-25.1pp |
| Annual return | 8.77% | 103.84%-95.1pp | 89.72%-80.9pp | 172.34%-163.6pp |
| Employer contribution / active EE | $1,639 | $4,769-65.6% | $4,268-61.6% | $4,379-62.6% |
| Participant deferral / active EE | $3,672 | $6,350-42.2% | $5,630-34.8% | $6,730-45.4% |
| Admin fee / account holder | $2,862 | $18,654-84.7% | $16,006-82.1% | $14,365-80.1% |