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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 | $61,653 | $110,240-44.1% | $96,544-36.1% | $139,487-55.8% |
| Participation rate | 68.4% | 78.1%-9.7pp | 76.0%-7.6pp | 80.3%-11.9pp |
| Annual return | 7.24% | 26.41%-19.2pp | 25.88%-18.6pp | 373.84%-366.6pp |
| Employer contribution / active EE | $1,427 | $3,622-60.6% | $2,966-51.9% | $4,755-70.0% |
| Participant deferral / active EE | $2,711 | $5,549-51.2% | $4,851-44.1% | $6,713-59.6% |
| Admin fee / account holder | $1,738 | $11,602-85.0% | $8,254-78.9% | $11,407-84.8% |