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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 | $80,413 | $185,312-56.6% | $161,489-50.2% | $154,746-48.0% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 7.89% | 103.84%-95.9pp | 89.72%-81.8pp | 172.34%-164.4pp |
| Employer contribution / active EE | $2,876 | $4,769-39.7% | $4,268-32.6% | $4,379-34.3% |
| Participant deferral / active EE | $8,784 | $6,350+38.3% | $5,630+56.0% | $6,730+30.5% |
| Admin fee / account holder | $2,887 | $18,654-84.5% | $16,006-82.0% | $14,365-79.9% |