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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 | $83,650 | $124,330-32.7% | $109,173-23.4% | $167,536-50.1% |
| Participation rate | 60.0% | 79.5%-19.5pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 4.52% | 26.04%-21.5pp | 25.75%-21.2pp | 478.82%-474.3pp |
| Employer contribution / active EE | $1,545 | $4,209-63.3% | $3,723-58.5% | $4,839-68.1% |
| Participant deferral / active EE | $7,709 | $5,256+46.7% | $4,654+65.7% | $6,342+21.6% |
| Admin fee / account holder | $737 | $7,974-90.8% | $6,755-89.1% | $12,315-94.0% |