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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 | $66,534 | $124,330-46.5% | $109,173-39.1% | $167,536-60.3% |
| Participation rate | 62.5% | 79.5%-17.0pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 7.13% | 26.04%-18.9pp | 25.75%-18.6pp | 478.82%-471.7pp |
| Employer contribution / active EE | $937 | $4,209-77.8% | $3,723-74.8% | $4,839-80.6% |
| Participant deferral / active EE | $1,606 | $5,256-69.5% | $4,654-65.5% | $6,342-74.7% |
| Admin fee / account holder | $18,103 | $7,974+127.0% | $6,755+168.0% | $12,315+47.0% |