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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 | $95,165 | $176,786-46.2% | $146,643-35.1% | $167,536-43.2% |
| Participation rate | 58.3% | 83.6%-25.3pp | 80.1%-21.7pp | 82.1%-23.8pp |
| Annual return | 7.55% | 24.04%-16.5pp | 22.75%-15.2pp | 478.82%-471.3pp |
| Employer contribution / active EE | $1,403 | $5,161-72.8% | $4,137-66.1% | $4,839-71.0% |
| Participant deferral / active EE | $2,811 | $6,440-56.3% | $5,506-48.9% | $6,342-55.7% |
| Admin fee / account holder | $2,671 | $13,262-79.9% | $10,280-74.0% | $12,315-78.3% |