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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 | $91,409 | $182,442-49.9% | $163,379-44.1% | $138,895-34.2% |
| Participation rate | 64.7% | 79.8%-15.1pp | 76.8%-12.1pp | 79.9%-15.2pp |
| Annual return | 10.05% | 72.74%-62.7pp | 63.41%-53.4pp | 145.39%-135.3pp |
| Employer contribution / active EE | $2,061 | $4,159-50.4% | $3,752-45.1% | $4,194-50.9% |
| Participant deferral / active EE | $1,518 | $6,817-77.7% | $6,282-75.8% | $6,396-76.3% |
| Admin fee / account holder | $14,833 | $10,396+42.7% | $9,818+51.1% | $12,562+18.1% |