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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 | $107,809-45.5% | $97,032-39.4% | $155,188-62.1% |
| Participation rate | 55.6% | 75.5%-19.9pp | 71.6%-16.0pp | 80.8%-25.2pp |
| Annual return | 4.39% | 38.06%-33.7pp | 35.38%-31.0pp | 148.84%-144.4pp |
| Employer contribution / active EE | $1,953 | $2,911-32.9% | $2,629-25.7% | $4,248-54.0% |
| Participant deferral / active EE | $9,485 | $5,129+84.9% | $4,672+103.0% | $6,531+45.2% |
| Admin fee / account holder | $346 | $10,717-96.8% | $9,418-96.3% | $14,480-97.6% |