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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 | $63,139 | $51,638+22.3% | $129,406-51.2% | $80,959-22.0% |
| Participation rate | 44.2% | 56.9%-12.7pp | 69.6%-25.5pp | 67.7%-23.5pp |
| Annual return | 9.18% | 20.78%-11.6pp | 9468.18%-9459.0pp | 35.67%-26.5pp |
| Employer contribution / active EE | $623 | $1,584-60.7% | $4,155-85.0% | $2,757-77.4% |
| Participant deferral / active EE | $1,002 | $2,670-62.5% | $4,167-75.9% | $4,300-76.7% |
| Admin fee / account holder | $917 | $4,313-78.7% | $7,689-88.1% | $6,925-86.8% |