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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 | $58,194 | $117,846-50.6% | $102,434-43.2% | $145,884-60.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 7.65% | 31.90%-24.2pp | 29.46%-21.8pp | 551.85%-544.2pp |
| Employer contribution / active EE | $1,252 | $3,615-65.4% | $3,023-58.6% | $4,662-73.1% |
| Participant deferral / active EE | $3,610 | $5,733-37.0% | $5,055-28.6% | $6,690-46.0% |
| Admin fee / account holder | $5,651 | $13,356-57.7% | $9,462-40.3% | $13,392-57.8% |