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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 | $70,313 | $106,247-33.8% | $96,515-27.1% | $139,466-49.6% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 10.01% | 38.47%-28.5pp | 35.73%-25.7pp | 373.66%-363.7pp |
| Employer contribution / active EE | $1,425 | $4,106-65.3% | $3,740-61.9% | $4,754-70.0% |
| Participant deferral / active EE | $2,149 | $5,456-60.6% | $4,880-56.0% | $6,712-68.0% |
| Admin fee / account holder | $25,470 | $7,885+223.0% | $6,735+278.2% | $11,409+123.3% |