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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 | $60,613 | $124,336-51.3% | $111,303-45.5% | $167,518-63.8% |
| Participation rate | 43.5% | 79.6%-36.1pp | 77.3%-33.8pp | 82.1%-38.6pp |
| Annual return | 8.69% | 37.45%-28.8pp | 54.66%-46.0pp | 478.71%-470.0pp |
| Employer contribution / active EE | $1,752 | $3,436-49.0% | $2,731-35.9% | $4,838-63.8% |
| Participant deferral / active EE | $4,086 | $5,181-21.1% | $4,487-9.0% | $6,342-35.6% |
| Admin fee / account holder | $7,502 | $10,623-29.4% | $7,966-5.8% | $12,312-39.1% |