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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 | $57,141 | $97,125-41.2% | $86,233-33.7% | $137,256-58.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 9.08% | 74.19%-65.1pp | 61.39%-52.3pp | 220.34%-211.3pp |
| Employer contribution / active EE | $723 | $2,841-74.6% | $2,504-71.1% | $4,156-82.6% |
| Participant deferral / active EE | $1,388 | $5,180-73.2% | $4,559-69.6% | $6,407-78.3% |
| Admin fee / account holder | $1,416 | $9,725-85.4% | $8,342-83.0% | $12,270-88.5% |