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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 | $72,229 | $110,410-34.6% | $102,437-29.5% | $145,897-50.5% |
| Participation rate | 63.2% | 77.9%-14.8pp | 74.5%-11.4pp | 80.3%-17.1pp |
| Annual return | 8.95% | 24.85%-15.9pp | 24.95%-16.0pp | 552.29%-543.3pp |
| Employer contribution / active EE | $2,625 | $4,217-37.8% | $3,871-32.2% | $4,663-43.7% |
| Participant deferral / active EE | $5,689 | $5,622+1.2% | $5,060+12.4% | $6,689-15.0% |
| Admin fee / account holder | $691 | $9,745-92.9% | $8,388-91.8% | $13,390-94.8% |