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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 | $60,433 | $89,259-32.3% | $107,187-43.6% | $82,637-26.9% |
| Participation rate | 55.6% | 67.9%-12.4pp | 75.0%-19.5pp | 68.1%-12.5pp |
| Annual return | 8.11% | 21.02%-12.9pp | 204.55%-196.4pp | 53.51%-45.4pp |
| Employer contribution / active EE | $1,327 | $3,080-56.9% | $3,782-64.9% | $2,552-48.0% |
| Participant deferral / active EE | $6,661 | $4,037+65.0% | $5,096+30.7% | $4,126+61.4% |
| Admin fee / account holder | $2,883 | $7,381-60.9% | $9,162-68.5% | $7,339-60.7% |