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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 | $60,433 | $96,731-37.5% | $123,973-51.3% | $86,983-30.5% |
| Participation rate | 55.6% | 70.0%-14.5pp | 76.7%-21.1pp | 69.5%-14.0pp |
| Annual return | 8.11% | 17.33%-9.2pp | 388.13%-380.0pp | 25.83%-17.7pp |
| Employer contribution / active EE | $1,327 | $3,297-59.8% | $4,126-67.8% | $2,584-48.7% |
| Participant deferral / active EE | $6,661 | $4,152+60.4% | $5,247+27.0% | $4,194+58.8% |
| Admin fee / account holder | $2,883 | $8,722-66.9% | $11,799-75.6% | $7,856-63.3% |