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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 | $58,767 | $99,053-40.7% | $88,179-33.4% | $138,895-57.7% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.1%-13.6pp | 79.9%-24.4pp |
| Annual return | 4.39% | 78.17%-73.8pp | 64.97%-60.6pp | 145.39%-141.0pp |
| Employer contribution / active EE | $1,953 | $2,882-32.2% | $2,549-23.4% | $4,194-53.4% |
| Participant deferral / active EE | $9,485 | $5,225+81.5% | $4,614+105.6% | $6,396+48.3% |
| Admin fee / account holder | $346 | $8,748-96.0% | $7,673-95.5% | $12,562-97.2% |