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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 | $73,901 | $115,903-36.2% | $100,528-26.5% | $158,966-53.5% |
| Participation rate | 57.1% | 81.6%-24.5pp | 79.4%-22.3pp | 82.0%-24.8pp |
| Annual return | 4.95% | 34.80%-29.9pp | 30.90%-25.9pp | 302.95%-298.0pp |
| Employer contribution / active EE | $1,576 | $4,105-61.6% | $3,419-53.9% | $4,762-66.9% |
| Participant deferral / active EE | $3,152 | $6,677-52.8% | $6,271-49.7% | $5,983-47.3% |
| Admin fee / account holder | $8,236 | $11,000-25.1% | $8,084+1.9% | $11,250-26.8% |