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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 | $77,618 | $124,330-37.6% | $109,173-28.9% | $167,536-53.7% |
| Participation rate | 52.6% | 79.5%-26.8pp | 75.9%-23.2pp | 82.1%-29.5pp |
| Annual return | 7.22% | 26.04%-18.8pp | 25.75%-18.5pp | 478.82%-471.6pp |
| Employer contribution / active EE | $1,269 | $4,209-69.8% | $3,723-65.9% | $4,839-73.8% |
| Participant deferral / active EE | $4,954 | $5,256-5.8% | $4,654+6.5% | $6,342-21.9% |
| Admin fee / account holder | $969 | $7,974-87.8% | $6,755-85.7% | $12,315-92.1% |