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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 | $82,331 | $157,304-47.7% | $141,197-41.7% | $152,909-46.2% |
| Participation rate | 63.2% | 84.8%-21.7pp | 82.5%-19.3pp | 82.5%-19.3pp |
| Annual return | 11.52% | 64.34%-52.8pp | 71.41%-59.9pp | 345.46%-333.9pp |
| Employer contribution / active EE | $1,091 | $5,263-79.3% | $4,736-77.0% | $4,764-77.1% |
| Participant deferral / active EE | $2,457 | $7,111-65.5% | $6,710-63.4% | $5,851-58.0% |
| Admin fee / account holder | $2,769 | $12,126-77.2% | $10,265-73.0% | $11,601-76.1% |