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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 | $181,062-57.5% | $158,223-51.4% | $155,188-50.5% |
| Participation rate | 55.6% | 82.7%-27.1pp | 79.2%-23.6pp | 80.8%-25.2pp |
| Annual return | 8.77% | 57.39%-48.6pp | 52.09%-43.3pp | 148.84%-140.1pp |
| Employer contribution / active EE | $1,639 | $4,565-64.1% | $4,109-60.1% | $4,248-61.4% |
| Participant deferral / active EE | $3,672 | $6,134-40.1% | $5,467-32.8% | $6,531-43.8% |
| Admin fee / account holder | $2,862 | $18,825-84.8% | $16,047-82.2% | $14,480-80.2% |