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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 | $57,282 | $89,367-35.9% | $141,191-59.4% | $72,975-21.5% |
| Participation rate | 64.0% | 75.1%-11.1pp | 82.5%-18.5pp | 69.5%-5.5pp |
| Annual return | 15.00% | 111.87%-96.9pp | 71.41%-56.4pp | 81.01%-66.0pp |
| Employer contribution / active EE | $1,132 | $3,115-63.7% | $4,736-76.1% | $2,440-53.6% |
| Participant deferral / active EE | $3,115 | $5,419-42.5% | $6,710-53.6% | $3,608-13.6% |
| Admin fee / account holder | $1,156 | $5,957-80.6% | $10,264-88.7% | $5,124-77.4% |