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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 | $66,559 | $135,956-51.0% | $123,894-46.3% | $273,972-75.7% |
| Participation rate | 43.5% | 84.1%-40.6pp | 81.4%-37.9pp | 83.0%-39.5pp |
| Annual return | 3.21% | 56.63%-53.4pp | 47.52%-44.3pp | 41.46%-38.3pp |
| Employer contribution / active EE | $1,575 | $5,170-69.5% | $4,617-65.9% | $4,869-67.6% |
| Participant deferral / active EE | $2,597 | $6,343-59.1% | $5,984-56.6% | $5,287-50.9% |
| Admin fee / account holder | $4,587 | $9,817-53.3% | $8,357-45.1% | $10,133-54.7% |