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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 | $64,310 | $118,488-45.7% | $98,462-34.7% | $139,487-53.9% |
| Participation rate | 55.6% | 77.5%-21.9pp | 75.2%-19.6pp | 80.3%-24.8pp |
| Annual return | 4.58% | 18.96%-14.4pp | 21.17%-16.6pp | 373.84%-369.3pp |
| Employer contribution / active EE | $821 | $3,611-77.3% | $3,049-73.1% | $4,755-82.7% |
| Participant deferral / active EE | $3,396 | $5,393-37.0% | $4,738-28.3% | $6,713-49.4% |
| Admin fee / account holder | $8,506 | $13,868-38.7% | $8,875-4.2% | $11,407-25.4% |