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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 | $58,782 | $102,938-42.9% | $94,105-37.5% | $138,895-57.7% |
| Participation rate | 55.6% | 74.6%-19.1pp | 71.9%-16.4pp | 79.9%-24.4pp |
| Annual return | 8.63% | 250.28%-241.7pp | 204.55%-195.9pp | 145.39%-136.8pp |
| Employer contribution / active EE | $1,241 | $2,732-54.6% | $2,504-50.5% | $4,194-70.4% |
| Participant deferral / active EE | $2,490 | $4,196-40.7% | $3,881-35.8% | $6,396-61.1% |
| Admin fee / account holder | $29,197 | $6,600+342.4% | $6,199+371.0% | $12,562+132.4% |