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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 | $58,334 | $91,559-36.3% | $133,959-56.5% | $79,858-27.0% |
| Participation rate | 59.3% | 73.3%-14.0pp | 79.8%-20.5pp | 69.6%-10.3pp |
| Annual return | 5.26% | 61.85%-56.6pp | 45.09%-39.8pp | 31.72%-26.5pp |
| Employer contribution / active EE | $821 | $2,384-65.6% | $3,919-79.1% | $2,471-66.8% |
| Participant deferral / active EE | $2,087 | $3,734-44.1% | $5,047-58.7% | $3,740-44.2% |
| Admin fee / account holder | $8,782 | $6,321+38.9% | $8,928-1.6% | $5,306+65.5% |