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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 | $53,832 | $162,136-66.8% | $152,301-64.7% | $154,746-65.2% |
| Participation rate | 64.3% | 84.1%-19.8pp | 82.4%-18.2pp | 80.7%-16.4pp |
| Annual return | 9.06% | 91.02%-82.0pp | 80.50%-71.4pp | 172.34%-163.3pp |
| Employer contribution / active EE | $2,398 | $4,890-51.0% | $4,624-48.1% | $4,379-45.2% |
| Participant deferral / active EE | $4,159 | $8,341-50.1% | $8,004-48.0% | $6,730-38.2% |
| Admin fee / account holder | $5,133 | $15,759-67.4% | $14,398-64.3% | $14,365-64.3% |