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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 | $54,057 | $117,846-54.1% | $102,434-47.2% | $145,884-62.9% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 8.06% | 31.90%-23.8pp | 29.46%-21.4pp | 551.85%-543.8pp |
| Employer contribution / active EE | $1,300 | $3,615-64.0% | $3,023-57.0% | $4,662-72.1% |
| Participant deferral / active EE | $2,059 | $5,733-64.1% | $5,055-59.3% | $6,690-69.2% |
| Admin fee / account holder | $15,402 | $13,356+15.3% | $9,462+62.8% | $13,392+15.0% |