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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 | $60,568 | $117,895-48.6% | $102,460-40.9% | $145,897-58.5% |
| Participation rate | 52.9% | 78.6%-25.7pp | 76.5%-23.6pp | 80.3%-27.4pp |
| Annual return | 7.76% | 31.92%-24.2pp | 29.47%-21.7pp | 552.29%-544.5pp |
| Employer contribution / active EE | $1,697 | $3,619-53.1% | $3,025-43.9% | $4,663-63.6% |
| Participant deferral / active EE | $2,544 | $5,736-55.6% | $5,056-49.7% | $6,689-62.0% |
| Admin fee / account holder | $2,667 | $13,353-80.0% | $9,460-71.8% | $13,390-80.1% |