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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 | $106,267-43.3% | $96,520-37.6% | $139,456-56.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 7.02% | 38.45%-31.4pp | 35.72%-28.7pp | 373.45%-366.4pp |
| Employer contribution / active EE | $1,311 | $4,105-68.1% | $3,739-64.9% | $4,753-72.4% |
| Participant deferral / active EE | $1,544 | $5,454-71.7% | $4,879-68.4% | $6,711-77.0% |
| Admin fee / account holder | $8,310 | $7,882+5.4% | $6,733+23.4% | $11,407-27.2% |