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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 | $57,570 | $79,449-27.5% | $189,575-69.6% | $85,847-32.9% |
| Participation rate | 54.5% | 66.0%-11.4pp | 78.4%-23.9pp | 69.3%-14.8pp |
| Annual return | 8.33% | 18.45%-10.1pp | 64.19%-55.9pp | 318.61%-310.3pp |
| Employer contribution / active EE | $2,080 | $2,0810% | $4,412-52.8% | $2,565-18.9% |
| Participant deferral / active EE | $3,692 | $4,051-8.9% | $6,174-40.2% | $3,952-6.6% |
| Admin fee / account holder | $2,127 | $5,377-60.4% | $9,806-78.3% | $6,261-66.0% |