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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 | $60,266 | $106,247-43.3% | $96,515-37.6% | $139,466-56.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 7.02% | 38.47%-31.4pp | 35.73%-28.7pp | 373.66%-366.6pp |
| Employer contribution / active EE | $1,311 | $4,106-68.1% | $3,740-65.0% | $4,754-72.4% |
| Participant deferral / active EE | $1,544 | $5,456-71.7% | $4,880-68.4% | $6,712-77.0% |
| Admin fee / account holder | $8,310 | $7,885+5.4% | $6,735+23.4% | $11,409-27.2% |