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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 | $74,171 | $111,535-33.5% | $105,223-29.5% | $137,256-46.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 10.84% | 237.85%-227.0pp | 180.65%-169.8pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,173 | $3,939-70.2% | $3,689-68.2% | $4,156-71.8% |
| Participant deferral / active EE | $8,992 | $5,500+63.5% | $5,072+77.3% | $6,407+40.4% |
| Admin fee / account holder | $1,017 | $9,721-89.5% | $8,859-88.5% | $12,270-91.7% |