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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 | $78,454 | $95,406-17.8% | $185,849-57.8% | $85,847-8.6% |
| Participation rate | 6.3% | 68.8%-62.5pp | 81.7%-75.5pp | 69.3%-63.1pp |
| Annual return | 7.52% | 23.59%-16.1pp | 122.10%-114.6pp | 318.61%-311.1pp |
| Employer contribution / active EE | $1,869 | $3,314-43.6% | $5,169-63.8% | $2,565-27.2% |
| Participant deferral / active EE | $4,289 | $3,424+25.3% | $5,569-23.0% | $3,952+8.5% |
| Admin fee / account holder | $2,815 | $7,214-61.0% | $16,244-82.7% | $6,261-55.0% |