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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 | $59,533 | $111,814-46.8% | $103,374-42.4% | $145,959-59.2% |
| Participation rate | 53.3% | 77.9%-24.6pp | 74.5%-21.2pp | 80.3%-27.0pp |
| Annual return | 7.67% | 24.77%-17.1pp | 24.89%-17.2pp | 561.95%-554.3pp |
| Employer contribution / active EE | $1,428 | $4,214-66.1% | $3,869-63.1% | $4,661-69.4% |
| Participant deferral / active EE | $2,052 | $5,618-63.5% | $5,058-59.4% | $6,689-69.3% |
| Admin fee / account holder | $11,209 | $9,754+14.9% | $8,394+33.5% | $13,398-16.3% |