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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 | $74,906 | $110,410-32.2% | $102,437-26.9% | $145,897-48.7% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 7.94% | 24.85%-16.9pp | 24.95%-17.0pp | 552.29%-544.4pp |
| Employer contribution / active EE | $2,322 | $4,217-44.9% | $3,871-40.0% | $4,663-50.2% |
| Participant deferral / active EE | $6,752 | $5,622+20.1% | $5,060+33.4% | $6,689+0.9% |
| Admin fee / account holder | $2,865 | $9,745-70.6% | $8,388-65.8% | $13,390-78.6% |