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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 | $117,895-35.9% | $102,460-26.3% | $145,897-48.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 7.87% | 31.92%-24.1pp | 29.47%-21.6pp | 552.29%-544.4pp |
| Employer contribution / active EE | $1,211 | $3,619-66.5% | $3,025-60.0% | $4,663-74.0% |
| Participant deferral / active EE | $2,169 | $5,736-62.2% | $5,056-57.1% | $6,689-67.6% |
| Admin fee / account holder | $2,553 | $13,353-80.9% | $9,460-73.0% | $13,390-80.9% |