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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 | $110,337-32.1% | $102,383-26.8% | $145,877-48.7% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 7.94% | 24.83%-16.9pp | 24.94%-17.0pp | 551.28%-543.3pp |
| Employer contribution / active EE | $2,322 | $4,216-44.9% | $3,870-40.0% | $4,663-50.2% |
| Participant deferral / active EE | $6,752 | $5,621+20.1% | $5,060+33.5% | $6,691+0.9% |
| Admin fee / account holder | $2,865 | $9,750-70.6% | $8,391-65.9% | $13,402-78.6% |