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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 | $75,158 | $98,240-23.5% | $82,312-8.7% | $147,586-49.1% |
| Participation rate | 62.5% | 79.7%-17.2pp | 76.9%-14.4pp | 82.8%-20.3pp |
| Annual return | 4.56% | 30.85%-26.3pp | 25.88%-21.3pp | 578.59%-574.0pp |
| Employer contribution / active EE | $1,474 | $3,192-53.8% | $2,428-39.3% | $4,876-69.8% |
| Participant deferral / active EE | $1,994 | $4,383-54.5% | $3,706-46.2% | $5,439-63.3% |
| Admin fee / account holder | $5,117 | $8,563-40.2% | $5,608-8.8% | $10,886-53.0% |