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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 | $53,595 | $88,203-39.2% | $165,100-67.5% | $74,478-28.0% |
| Participation rate | 66.0% | 73.1%-7.1pp | 78.6%-12.6pp | 67.2%-1.2pp |
| Annual return | 10.75% | 17.13%-6.4pp | 70.21%-59.5pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $1,488 | $2,601-42.8% | $4,348-65.8% | $2,626-43.4% |
| Participant deferral / active EE | $3,295 | $4,505-26.8% | $6,035-45.4% | $4,350-24.2% |
| Admin fee / account holder | $1,953 | $2,235-12.6% | $12,696-84.6% | $1,946+0.4% |