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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 | $95,911 | $112,729-14.9% | $98,716-2.8% | $137,256-30.1% |
| Participation rate | 47.4% | 74.2%-26.9pp | 69.3%-21.9pp | 80.0%-32.6pp |
| Annual return | 8.95% | 38.48%-29.5pp | 31.81%-22.9pp | 220.34%-211.4pp |
| Employer contribution / active EE | $812 | $2,725-70.2% | $2,279-64.4% | $4,156-80.5% |
| Participant deferral / active EE | $1,547 | $4,640-66.7% | $4,048-61.8% | $6,407-75.9% |
| Admin fee / account holder | $6,120 | $10,129-39.6% | $8,703-29.7% | $12,270-50.1% |