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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 | $81,790 | $162,136-49.6% | $152,301-46.3% | $154,746-47.1% |
| Participation rate | 37.5% | 84.1%-46.6pp | 82.4%-44.9pp | 80.7%-43.2pp |
| Annual return | 7.84% | 91.02%-83.2pp | 80.50%-72.7pp | 172.34%-164.5pp |
| Employer contribution / active EE | $2,140 | $4,890-56.2% | $4,624-53.7% | $4,379-51.1% |
| Participant deferral / active EE | $6,144 | $8,341-26.3% | $8,004-23.2% | $6,730-8.7% |
| Admin fee / account holder | $4,517 | $15,759-71.3% | $14,398-68.6% | $14,365-68.6% |