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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 | $75,281 | $124,330-39.5% | $109,173-31.0% | $167,536-55.1% |
| Participation rate | 60.0% | 79.5%-19.5pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 5.54% | 26.04%-20.5pp | 25.75%-20.2pp | 478.82%-473.3pp |
| Employer contribution / active EE | $1,346 | $4,209-68.0% | $3,723-63.8% | $4,839-72.2% |
| Participant deferral / active EE | $4,887 | $5,256-7.0% | $4,654+5.0% | $6,342-22.9% |
| Admin fee / account holder | $433 | $7,974-94.6% | $6,755-93.6% | $12,315-96.5% |