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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 | $63,297 | $134,817-53.0% | $123,973-48.9% | $155,188-59.2% |
| Participation rate | 55.6% | 79.4%-23.8pp | 76.7%-21.1pp | 80.8%-25.2pp |
| Annual return | 5.97% | 515.49%-509.5pp | 388.13%-382.2pp | 148.84%-142.9pp |
| Employer contribution / active EE | $1,973 | $4,425-55.4% | $4,126-52.2% | $4,248-53.6% |
| Participant deferral / active EE | $5,896 | $5,706+3.3% | $5,247+12.4% | $6,531-9.7% |
| Admin fee / account holder | $20,587 | $13,245+55.4% | $11,799+74.5% | $14,480+42.2% |