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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 | $57,677 | $100,970-42.9% | $96,576-40.3% | $137,256-58.0% |
| Participation rate | 64.3% | 82.6%-18.3pp | 81.4%-17.2pp | 80.0%-15.7pp |
| Annual return | 12.00% | 38.16%-26.2pp | 38.47%-26.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,258 | $3,809-67.0% | $3,553-64.6% | $4,156-69.7% |
| Participant deferral / active EE | $5,322 | $8,286-35.8% | $7,956-33.1% | $6,407-16.9% |
| Admin fee / account holder | $44,334 | $11,312+291.9% | $11,381+289.5% | $12,270+261.3% |