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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 | $81,315 | $165,399-50.8% | $149,745-45.7% | $158,982-48.9% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 7.04% | 348.34%-341.3pp | 276.72%-269.7pp | 302.99%-296.0pp |
| Employer contribution / active EE | $1,163 | $5,105-77.2% | $4,646-75.0% | $4,763-75.6% |
| Participant deferral / active EE | $3,521 | $7,183-51.0% | $6,843-48.5% | $5,983-41.1% |
| Admin fee / account holder | $2,019 | $10,811-81.3% | $9,312-78.3% | $11,252-82.1% |