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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 | $69,597 | $117,829-40.9% | $102,423-32.0% | $145,877-52.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 7.10% | 31.83%-24.7pp | 29.42%-22.3pp | 551.28%-544.2pp |
| Employer contribution / active EE | $1,414 | $3,615-60.9% | $3,023-53.2% | $4,663-69.7% |
| Participant deferral / active EE | $5,174 | $5,732-9.7% | $5,054+2.4% | $6,691-22.7% |
| Admin fee / account holder | $2,878 | $13,335-78.4% | $9,455-69.6% | $13,402-78.5% |