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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 | $74,162 | $181,896-59.2% | $156,551-52.6% | $273,972-72.9% |
| Participation rate | 20.0% | 88.4%-68.4pp | 84.0%-64.0pp | 83.0%-63.0pp |
| Annual return | 2.50% | 30.74%-28.2pp | 32.23%-29.7pp | 41.46%-39.0pp |
| Employer contribution / active EE | $4,589 | $6,248-26.5% | $5,501-16.6% | $4,869-5.7% |
| Participant deferral / active EE | $8,187 | $5,550+47.5% | $4,871+68.1% | $5,287+54.8% |
| Admin fee / account holder | $1,273 | $15,560-91.8% | $13,028-90.2% | $10,133-87.4% |