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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 | $70,654 | $183,516-61.5% | $155,534-54.6% | $145,884-51.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 7.72% | 61.43%-53.7pp | 64.92%-57.2pp | 551.85%-544.1pp |
| Employer contribution / active EE | $1,324 | $5,315-75.1% | $4,675-71.7% | $4,662-71.6% |
| Participant deferral / active EE | $4,594 | $6,467-29.0% | $5,630-18.4% | $6,690-31.3% |
| Admin fee / account holder | $3,398 | $19,293-82.4% | $15,900-78.6% | $13,392-74.6% |