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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 | $52,939 | $91,559-42.2% | $133,978-60.5% | $79,856-33.7% |
| Participation rate | 64.3% | 73.3%-9.1pp | 79.8%-15.6pp | 69.6%-5.4pp |
| Annual return | 8.35% | 61.85%-53.5pp | 45.10%-36.7pp | 31.71%-23.4pp |
| Employer contribution / active EE | $1,146 | $2,384-51.9% | $3,919-70.8% | $2,471-53.6% |
| Participant deferral / active EE | $1,826 | $3,734-51.1% | $5,047-63.8% | $3,741-51.2% |
| Admin fee / account holder | $1,304 | $6,321-79.4% | $8,930-85.4% | $5,306-75.4% |