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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 | $67,345 | $55,902+20.5% | $76,030-11.4% | $80,959-16.8% |
| Participation rate | 50.0% | 62.1%-12.1pp | 69.1%-19.1pp | 67.7%-17.7pp |
| Annual return | 8.13% | 20.59%-12.5pp | 361.54%-353.4pp | 35.67%-27.5pp |
| Employer contribution / active EE | $893 | $1,867-52.2% | $2,688-66.8% | $2,757-67.6% |
| Participant deferral / active EE | $2,595 | $3,051-15.0% | $4,257-39.1% | $4,300-39.7% |
| Admin fee / account holder | $2,311 | $5,239-55.9% | $6,421-64.0% | $6,925-66.6% |