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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 | $60,568 | $201,372-69.9% | $184,260-67.1% | $145,884-58.5% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 9.35% | 29.04%-19.7pp | 28.84%-19.5pp | 551.85%-542.5pp |
| Employer contribution / active EE | $2,309 | $7,024-67.1% | $6,427-64.1% | $4,662-50.5% |
| Participant deferral / active EE | $7,267 | $9,808-25.9% | $9,133-20.4% | $6,690+8.6% |
| Admin fee / account holder | $690 | $16,362-95.8% | $13,898-95.0% | $13,392-94.8% |