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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 | $57,708 | $79,449-27.4% | $189,575-69.6% | $85,847-32.8% |
| Participation rate | 56.0% | 66.0%-10.0pp | 78.4%-22.4pp | 69.3%-13.3pp |
| Annual return | 7.25% | 18.45%-11.2pp | 64.19%-56.9pp | 318.61%-311.4pp |
| Employer contribution / active EE | $1,228 | $2,081-41.0% | $4,412-72.2% | $2,565-52.1% |
| Participant deferral / active EE | $4,928 | $4,051+21.6% | $6,174-20.2% | $3,952+24.7% |
| Admin fee / account holder | $1,842 | $5,377-65.8% | $9,806-81.2% | $6,261-70.6% |