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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 | $57,823 | $110,379-47.6% | $102,412-43.5% | $145,884-60.4% |
| Participation rate | 52.9% | 77.9%-25.0pp | 74.5%-21.6pp | 80.3%-27.4pp |
| Annual return | 8.88% | 24.84%-16.0pp | 24.94%-16.1pp | 551.85%-543.0pp |
| Employer contribution / active EE | $1,629 | $4,216-61.4% | $3,870-57.9% | $4,662-65.1% |
| Participant deferral / active EE | $2,423 | $5,622-56.9% | $5,060-52.1% | $6,690-63.8% |
| Admin fee / account holder | $7,384 | $9,745-24.2% | $8,388-12.0% | $13,392-44.9% |