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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 | $74,505 | $183,539-59.4% | $155,556-52.1% | $145,897-48.9% |
| Participation rate | 31.3% | 82.7%-51.5pp | 78.2%-47.0pp | 80.3%-49.1pp |
| Annual return | 2.89% | 61.31%-58.4pp | 64.84%-61.9pp | 552.29%-549.4pp |
| Employer contribution / active EE | $1,900 | $5,315-64.3% | $4,675-59.4% | $4,663-59.3% |
| Participant deferral / active EE | $5,660 | $6,467-12.5% | $5,631+0.5% | $6,689-15.4% |
| Admin fee / account holder | $3,714 | $19,275-80.7% | $15,885-76.6% | $13,390-72.3% |