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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 | $68,722 | $135,956-49.5% | $123,894-44.5% | $273,972-74.9% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 0.60% | 56.63%-56.0pp | 47.52%-46.9pp | 41.46%-40.9pp |
| Employer contribution / active EE | $1,952 | $5,170-62.2% | $4,617-57.7% | $4,869-59.9% |
| Participant deferral / active EE | $8,746 | $6,343+37.9% | $5,984+46.1% | $5,287+65.4% |
| Admin fee / account holder | $7,320 | $9,817-25.4% | $8,357-12.4% | $10,133-27.8% |