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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 | $93,108 | $132,099-29.5% | $115,599-19.5% | $138,895-33.0% |
| Participation rate | 44.4% | 77.9%-33.4pp | 74.3%-29.8pp | 79.9%-35.5pp |
| Annual return | 3.74% | 176.76%-173.0pp | 111.10%-107.4pp | 145.39%-141.7pp |
| Employer contribution / active EE | $1,470 | $3,416-57.0% | $2,955-50.2% | $4,194-64.9% |
| Participant deferral / active EE | $2,597 | $5,617-53.8% | $4,889-46.9% | $6,396-59.4% |
| Admin fee / account holder | $11,870 | $15,650-24.2% | $12,841-7.6% | $12,562-5.5% |