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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 | $110,410-46.1% | $102,437-41.9% | $145,897-59.2% |
| Participation rate | 53.3% | 77.9%-24.6pp | 74.5%-21.2pp | 80.3%-27.0pp |
| Annual return | 7.67% | 24.85%-17.2pp | 24.95%-17.3pp | 552.29%-544.6pp |
| Employer contribution / active EE | $1,428 | $4,217-66.1% | $3,871-63.1% | $4,663-69.4% |
| Participant deferral / active EE | $2,052 | $5,622-63.5% | $5,060-59.5% | $6,689-69.3% |
| Admin fee / account holder | $11,209 | $9,745+15.0% | $8,388+33.6% | $13,390-16.3% |