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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 | $68,982 | $114,119-39.6% | $107,187-35.6% | $138,895-50.3% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 79.9%-25.4pp |
| Annual return | 10.22% | 273.21%-263.0pp | 204.55%-194.3pp | 145.39%-135.2pp |
| Employer contribution / active EE | $1,106 | $4,059-72.7% | $3,782-70.7% | $4,194-73.6% |
| Participant deferral / active EE | $1,780 | $5,538-67.9% | $5,096-65.1% | $6,396-72.2% |
| Admin fee / account holder | $10,448 | $10,024+4.2% | $9,162+14.0% | $12,562-16.8% |