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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 | $65,010 | $106,247-38.8% | $96,515-32.6% | $139,466-53.4% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 7.58% | 38.47%-30.9pp | 35.73%-28.1pp | 373.66%-366.1pp |
| Employer contribution / active EE | $1,353 | $4,106-67.1% | $3,740-63.8% | $4,754-71.5% |
| Participant deferral / active EE | $9,368 | $5,456+71.7% | $4,880+92.0% | $6,712+39.6% |
| Admin fee / account holder | $437 | $7,885-94.5% | $6,735-93.5% | $11,409-96.2% |