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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 | $63,759 | $70,684-9.8% | $169,397-62.4% | $75,177-15.2% |
| Participation rate | 46.9% | 64.8%-17.9pp | 77.2%-30.3pp | 67.2%-20.3pp |
| Annual return | 13.55% | 36.38%-22.8pp | 406.23%-392.7pp | 160.75%-147.2pp |
| Employer contribution / active EE | $1,446 | $2,211-34.6% | $4,013-64.0% | $2,671-45.9% |
| Participant deferral / active EE | $2,575 | $4,310-40.3% | $6,223-58.6% | $4,126-37.6% |
| Admin fee / account holder | $2,601 | $5,404-51.9% | $9,017-71.2% | $5,651-54.0% |