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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 | $65,349 | $148,629-56.0% | $135,982-51.9% | $139,487-53.2% |
| Participation rate | 61.5% | 83.9%-22.3pp | 81.9%-20.4pp | 80.3%-18.8pp |
| Annual return | 10.59% | 79.33%-68.7pp | 68.32%-57.7pp | 373.84%-363.3pp |
| Employer contribution / active EE | $3,407 | $5,247-35.1% | $4,859-29.9% | $4,755-28.4% |
| Participant deferral / active EE | $10,151 | $8,102+25.3% | $7,760+30.8% | $6,713+51.2% |
| Admin fee / account holder | $7,983 | $12,406-35.7% | $10,767-25.9% | $11,407-30.0% |