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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 | $88,137-39.2% | $164,975-67.5% | $74,429-28.0% |
| Participation rate | 66.0% | 73.1%-7.1pp | 78.6%-12.6pp | 67.2%-1.2pp |
| Annual return | 10.75% | 17.13%-6.4pp | 70.12%-59.4pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $1,488 | $2,597-42.7% | $4,343-65.7% | $2,625-43.3% |
| Participant deferral / active EE | $3,295 | $4,501-26.8% | $6,033-45.4% | $4,348-24.2% |
| Admin fee / account holder | $1,953 | $2,231-12.5% | $12,688-84.6% | $1,944+0.4% |