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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 | $54,933 | $81,208-32.4% | $98,920-44.5% | $79,856-31.2% |
| Participation rate | 67.4% | 72.5%-5.1pp | 76.0%-8.6pp | 69.6%-2.2pp |
| Annual return | 4.99% | 60.99%-56.0pp | 196.47%-191.5pp | 31.71%-26.7pp |
| Employer contribution / active EE | $4,651 | $1,960+137.3% | $2,689+72.9% | $2,471+88.2% |
| Participant deferral / active EE | $3,348 | $3,265+2.6% | $4,245-21.1% | $3,741-10.5% |
| Admin fee / account holder | $572 | $6,013-90.5% | $6,643-91.4% | $5,306-89.2% |