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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 | $63,565 | $183,627-65.4% | $155,602-59.1% | $145,978-56.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 8.02% | 61.32%-53.3pp | 64.81%-56.8pp | 550.52%-542.5pp |
| Employer contribution / active EE | $1,832 | $5,316-65.5% | $4,675-60.8% | $4,662-60.7% |
| Participant deferral / active EE | $3,905 | $6,466-39.6% | $5,629-30.6% | $6,690-41.6% |
| Admin fee / account holder | $5,345 | $19,327-72.3% | $15,923-66.4% | $13,400-60.1% |