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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 | $75,555 | $117,829-35.9% | $102,423-26.2% | $145,877-48.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 7.87% | 31.83%-24.0pp | 29.42%-21.6pp | 551.28%-543.4pp |
| Employer contribution / active EE | $1,211 | $3,615-66.5% | $3,023-59.9% | $4,663-74.0% |
| Participant deferral / active EE | $2,169 | $5,732-62.2% | $5,054-57.1% | $6,691-67.6% |
| Admin fee / account holder | $2,553 | $13,335-80.9% | $9,455-73.0% | $13,402-81.0% |