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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 | $69,177 | $124,330-44.4% | $109,173-36.6% | $167,536-58.7% |
| Participation rate | 30.8% | 79.5%-48.7pp | 75.9%-45.1pp | 82.1%-51.3pp |
| Annual return | 7.24% | 26.04%-18.8pp | 25.75%-18.5pp | 478.82%-471.6pp |
| Employer contribution / active EE | $1,181 | $4,209-71.9% | $3,723-68.3% | $4,839-75.6% |
| Participant deferral / active EE | $2,062 | $5,256-60.8% | $4,654-55.7% | $6,342-67.5% |
| Admin fee / account holder | $15,503 | $7,974+94.4% | $6,755+129.5% | $12,315+25.9% |