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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 | $60,882 | $111,535-45.4% | $105,223-42.1% | $137,256-55.6% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.0%-55.0pp | 80.0%-60.0pp |
| Annual return | 11.31% | 237.85%-226.5pp | 180.65%-169.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,226 | $3,939-68.9% | $3,689-66.8% | $4,156-70.5% |
| Participant deferral / active EE | $2,746 | $5,500-50.1% | $5,072-45.9% | $6,407-57.1% |
| Admin fee / account holder | $9,059 | $9,721-6.8% | $8,859+2.3% | $12,270-26.2% |