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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 | $61,790 | $117,895-47.6% | $102,460-39.7% | $145,897-57.6% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.7pp |
| Annual return | 6.05% | 31.92%-25.9pp | 29.47%-23.4pp | 552.29%-546.2pp |
| Employer contribution / active EE | $1,354 | $3,619-62.6% | $3,025-55.3% | $4,663-71.0% |
| Participant deferral / active EE | $2,417 | $5,736-57.9% | $5,056-52.2% | $6,689-63.9% |
| Admin fee / account holder | $11,648 | $13,353-12.8% | $9,460+23.1% | $13,390-13.0% |