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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 | $58,884 | $106,280-44.6% | $96,538-39.0% | $139,487-57.8% |
| Participation rate | 63.2% | 77.8%-14.7pp | 74.3%-11.2pp | 80.3%-17.2pp |
| Annual return | 7.77% | 38.48%-30.7pp | 35.74%-28.0pp | 373.84%-366.1pp |
| Employer contribution / active EE | $1,857 | $4,107-54.8% | $3,740-50.3% | $4,755-60.9% |
| Participant deferral / active EE | $3,157 | $5,457-42.2% | $4,880-35.3% | $6,713-53.0% |
| Admin fee / account holder | $114,182 | $7,888+1347.6% | $6,737+1594.8% | $11,407+901.0% |