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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 | $63,558 | $110,410-42.4% | $102,437-38.0% | $145,897-56.4% |
| Participation rate | 54.2% | 77.9%-23.8pp | 74.5%-20.3pp | 80.3%-26.1pp |
| Annual return | 8.00% | 24.85%-16.8pp | 24.95%-16.9pp | 552.29%-544.3pp |
| Employer contribution / active EE | $1,375 | $4,217-67.4% | $3,871-64.5% | $4,663-70.5% |
| Participant deferral / active EE | $3,397 | $5,622-39.6% | $5,060-32.9% | $6,689-49.2% |
| Admin fee / account holder | $3,704 | $9,745-62.0% | $8,388-55.8% | $13,390-72.3% |