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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 | $67,497 | $91,167-26.0% | $178,498-62.2% | $79,858-15.5% |
| Participation rate | 45.9% | 69.2%-23.3pp | 81.9%-36.0pp | 69.6%-23.8pp |
| Annual return | 8.84% | 24.19%-15.4pp | 151.09%-142.3pp | 31.72%-22.9pp |
| Employer contribution / active EE | $1,501 | $3,255-53.9% | $5,011-70.0% | $2,471-39.2% |
| Participant deferral / active EE | $2,871 | $3,236-11.3% | $5,202-44.8% | $3,740-23.2% |
| Admin fee / account holder | $3,141 | $6,747-53.4% | $13,985-77.5% | $5,306-40.8% |