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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 | $56,613 | $110,379-48.7% | $102,412-44.7% | $145,884-61.2% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 6.29% | 24.84%-18.5pp | 24.94%-18.6pp | 551.85%-545.6pp |
| Employer contribution / active EE | $1,595 | $4,216-62.2% | $3,870-58.8% | $4,662-65.8% |
| Participant deferral / active EE | $1,861 | $5,622-66.9% | $5,060-63.2% | $6,690-72.2% |
| Admin fee / account holder | $10,257 | $9,745+5.3% | $8,388+22.3% | $13,392-23.4% |