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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 | $73,785 | $105,284-29.9% | $150,734-51.0% | $94,015-21.5% |
| Participation rate | 60.4% | 71.7%-11.3pp | 78.4%-18.0pp | 70.8%-10.4pp |
| Annual return | 5.97% | 15.67%-9.7pp | 600.81%-594.8pp | 17.84%-11.9pp |
| Employer contribution / active EE | $1,806 | $3,599-49.8% | $4,918-63.3% | $2,790-35.3% |
| Participant deferral / active EE | $4,559 | $4,274+6.7% | $5,610-18.7% | $4,249+7.3% |
| Admin fee / account holder | $8,524 | $9,839-13.4% | $14,905-42.8% | $8,951-4.8% |