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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 | $70,488 | $107,941-34.7% | $91,994-23.4% | $152,897-53.9% |
| Participation rate | 54.5% | 81.2%-26.6pp | 78.6%-24.1pp | 82.5%-27.9pp |
| Annual return | 11.33% | 89.28%-77.9pp | 69.04%-57.7pp | 345.43%-334.1pp |
| Employer contribution / active EE | $1,010 | $4,212-76.0% | $3,453-70.8% | $4,764-78.8% |
| Participant deferral / active EE | $3,351 | $6,366-47.4% | $5,924-43.4% | $5,851-42.7% |
| Admin fee / account holder | $11,957 | $10,521+13.7% | $7,744+54.4% | $11,599+3.1% |