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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 | $95,063 | $172,111-44.8% | $150,298-36.8% | $137,256-30.7% |
| Participation rate | 36.8% | 81.7%-44.9pp | 77.8%-40.9pp | 80.0%-43.1pp |
| Annual return | 10.91% | 69.37%-58.5pp | 62.79%-51.9pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,261 | $4,636-72.8% | $4,154-69.7% | $4,156-69.7% |
| Participant deferral / active EE | $1,705 | $6,166-72.3% | $5,453-68.7% | $6,407-73.4% |
| Admin fee / account holder | $763 | $16,471-95.4% | $14,116-94.6% | $12,270-93.8% |