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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 | $73,685 | $157,296-53.2% | $141,191-47.8% | $152,897-51.8% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 13.40% | 64.34%-50.9pp | 71.41%-58.0pp | 345.43%-332.0pp |
| Employer contribution / active EE | $1,255 | $5,262-76.2% | $4,736-73.5% | $4,764-73.7% |
| Participant deferral / active EE | $2,366 | $7,111-66.7% | $6,710-64.7% | $5,851-59.6% |
| Admin fee / account holder | $8,824 | $12,125-27.2% | $10,264-14.0% | $11,599-23.9% |