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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 | $63,194 | $123,155-48.7% | $108,753-41.9% | $155,188-59.3% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 5.86% | 44.73%-38.9pp | 37.47%-31.6pp | 148.84%-143.0pp |
| Employer contribution / active EE | $3,405 | $2,811+21.1% | $2,427+40.3% | $4,248-19.8% |
| Participant deferral / active EE | $7,775 | $4,623+68.2% | $4,115+89.0% | $6,531+19.1% |
| Admin fee / account holder | $547 | $12,126-95.5% | $10,320-94.7% | $14,480-96.2% |