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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 | $65,707 | $106,267-38.2% | $96,520-31.9% | $139,456-52.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 10.91% | 38.45%-27.5pp | 35.72%-24.8pp | 373.45%-362.5pp |
| Employer contribution / active EE | $2,553 | $4,105-37.8% | $3,739-31.7% | $4,753-46.3% |
| Participant deferral / active EE | $5,569 | $5,454+2.1% | $4,879+14.1% | $6,711-17.0% |
| Admin fee / account holder | $7,072 | $7,882-10.3% | $6,733+5.0% | $11,407-38.0% |