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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 | $75,754 | $106,974-29.2% | $90,796-16.6% | $138,895-45.5% |
| Participation rate | 57.1% | 74.9%-17.7pp | 69.5%-12.3pp | 79.9%-22.8pp |
| Annual return | 7.43% | 20.10%-12.7pp | 19.29%-11.9pp | 145.39%-138.0pp |
| Employer contribution / active EE | $460 | $2,609-82.4% | $2,294-79.9% | $4,194-89.0% |
| Participant deferral / active EE | $2,298 | $4,455-48.4% | $3,822-39.9% | $6,396-64.1% |
| Admin fee / account holder | $23,393 | $8,626+171.2% | $7,024+233.1% | $12,562+86.2% |