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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 | $60,277 | $96,524-37.6% | $75,900-20.6% | $152,909-60.6% |
| Participation rate | 55.6% | 76.2%-20.6pp | 69.3%-13.7pp | 82.5%-26.9pp |
| Annual return | 9.91% | 33.93%-24.0pp | 30.73%-20.8pp | 345.46%-335.6pp |
| Employer contribution / active EE | $1,731 | $3,311-47.7% | $2,501-30.8% | $4,764-63.7% |
| Participant deferral / active EE | $2,487 | $4,554-45.4% | $3,604-31.0% | $5,851-57.5% |
| Admin fee / account holder | $24,230 | $8,082+199.8% | $5,421+347.0% | $11,601+108.9% |