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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 | $114,119-44.5% | $107,187-40.9% | $138,895-54.4% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 79.9%-24.4pp |
| Annual return | 5.97% | 273.21%-267.2pp | 204.55%-198.6pp | 145.39%-139.4pp |
| Employer contribution / active EE | $1,973 | $4,059-51.4% | $3,782-47.8% | $4,194-53.0% |
| Participant deferral / active EE | $5,896 | $5,538+6.5% | $5,096+15.7% | $6,396-7.8% |
| Admin fee / account holder | $20,587 | $10,024+105.4% | $9,162+124.7% | $12,562+63.9% |