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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 | $79,337 | $110,410-28.1% | $102,437-22.6% | $145,897-45.6% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 8.50% | 24.85%-16.3pp | 24.95%-16.4pp | 552.29%-543.8pp |
| Employer contribution / active EE | $1,697 | $4,217-59.8% | $3,871-56.2% | $4,663-63.6% |
| Participant deferral / active EE | $2,497 | $5,622-55.6% | $5,060-50.7% | $6,689-62.7% |
| Admin fee / account holder | $1,005 | $9,745-89.7% | $8,388-88.0% | $13,390-92.5% |