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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 | $78,558 | $111,814-29.7% | $103,374-24.0% | $145,959-46.2% |
| Participation rate | 59.1% | 77.9%-18.8pp | 74.5%-15.4pp | 80.3%-21.2pp |
| Annual return | 7.60% | 24.77%-17.2pp | 24.89%-17.3pp | 561.95%-554.3pp |
| Employer contribution / active EE | $1,445 | $4,214-65.7% | $3,869-62.7% | $4,661-69.0% |
| Participant deferral / active EE | $1,791 | $5,618-68.1% | $5,058-64.6% | $6,689-73.2% |
| Admin fee / account holder | $5,802 | $9,754-40.5% | $8,394-30.9% | $13,398-56.7% |