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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 | $58,439 | $150,412-61.1% | $120,574-51.5% | $145,884-59.9% |
| Participation rate | 55.6% | 78.8%-23.2pp | 71.9%-16.4pp | 80.3%-24.7pp |
| Annual return | 6.92% | 154.50%-147.6pp | 107.42%-100.5pp | 551.85%-544.9pp |
| Employer contribution / active EE | $1,819 | $4,355-58.2% | $3,471-47.6% | $4,662-61.0% |
| Participant deferral / active EE | $3,601 | $6,175-41.7% | $4,996-27.9% | $6,690-46.2% |
| Admin fee / account holder | $17,227 | $12,224+40.9% | $9,445+82.4% | $13,392+28.6% |