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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 | $65,519 | $102,422-36.0% | $147,117-55.5% | $80,959-19.1% |
| Participation rate | 62.9% | 75.9%-13.0pp | 82.2%-19.3pp | 67.7%-4.8pp |
| Annual return | 10.38% | 135.16%-124.8pp | 420.54%-410.2pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,513 | $3,717-59.3% | $4,932-69.3% | $2,757-45.1% |
| Participant deferral / active EE | $2,636 | $6,652-60.4% | $8,065-67.3% | $4,300-38.7% |
| Admin fee / account holder | $1,613 | $7,953-79.7% | $12,993-87.6% | $6,925-76.7% |