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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 | $74,723 | $105,284-29.0% | $150,734-50.4% | $94,015-20.5% |
| Participation rate | 61.3% | 71.7%-10.4pp | 78.4%-17.2pp | 70.8%-9.5pp |
| Annual return | 4.68% | 15.67%-11.0pp | 600.81%-596.1pp | 17.84%-13.2pp |
| Employer contribution / active EE | $2,230 | $3,599-38.0% | $4,918-54.6% | $2,790-20.1% |
| Participant deferral / active EE | $3,787 | $4,274-11.4% | $5,610-32.5% | $4,249-10.9% |
| Admin fee / account holder | $2,510 | $9,839-74.5% | $14,905-83.2% | $8,951-72.0% |