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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 | $58,442 | $91,037-35.8% | $71,671-18.5% | $147,586-60.4% |
| Participation rate | 43.8% | 76.1%-32.4pp | 68.7%-25.0pp | 82.8%-39.1pp |
| Annual return | 8.69% | 20.48%-11.8pp | 20.65%-12.0pp | 578.59%-569.9pp |
| Employer contribution / active EE | $1,302 | $3,327-60.9% | $2,460-47.1% | $4,876-73.3% |
| Participant deferral / active EE | $2,217 | $4,498-50.7% | $3,438-35.5% | $5,439-59.2% |
| Admin fee / account holder | $376 | $8,613-95.6% | $5,558-93.2% | $10,886-96.5% |