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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 | $67,758 | $115,225-41.2% | $100,712-32.7% | $138,895-51.2% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 7.70% | 40.35%-32.7pp | 33.27%-25.6pp | 145.39%-137.7pp |
| Employer contribution / active EE | $857 | $2,771-69.1% | $2,313-63.0% | $4,194-79.6% |
| Participant deferral / active EE | $1,801 | $4,699-61.7% | $4,085-55.9% | $6,396-71.8% |
| Admin fee / account holder | $24,807 | $10,844+128.8% | $9,256+168.0% | $12,562+97.5% |