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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 | $61,273 | $98,240-37.6% | $82,313-25.6% | $147,585-58.5% |
| Participation rate | 42.9% | 79.7%-36.9pp | 76.9%-34.0pp | 82.8%-40.0pp |
| Annual return | 8.20% | 30.85%-22.7pp | 25.88%-17.7pp | 578.58%-570.4pp |
| Employer contribution / active EE | $1,083 | $3,192-66.1% | $2,428-55.4% | $4,876-77.8% |
| Participant deferral / active EE | $2,386 | $4,383-45.6% | $3,706-35.6% | $5,439-56.1% |
| Admin fee / account holder | $7,202 | $8,563-15.9% | $5,608+28.4% | $10,886-33.8% |