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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 | $54,858 | $111,814-50.9% | $103,374-46.9% | $145,959-62.4% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.6pp |
| Annual return | 8.71% | 24.77%-16.1pp | 24.89%-16.2pp | 561.95%-553.2pp |
| Employer contribution / active EE | $1,174 | $4,214-72.1% | $3,869-69.7% | $4,661-74.8% |
| Participant deferral / active EE | $2,265 | $5,618-59.7% | $5,058-55.2% | $6,689-66.1% |
| Admin fee / account holder | $8,939 | $9,754-8.4% | $8,394+6.5% | $13,398-33.3% |