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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 | $78,545 | $77,901+0.8% | $149,717-47.5% | $75,181+4.5% |
| Participation rate | 65.6% | 65.6%0pp | 78.8%-13.1pp | 67.2%-1.6pp |
| Annual return | 11.40% | 31.73%-20.3pp | 134.41%-123.0pp | 160.69%-149.3pp |
| Employer contribution / active EE | $1,497 | $3,137-52.3% | $4,820-68.9% | $2,671-44.0% |
| Participant deferral / active EE | $3,090 | $3,411-9.4% | $5,682-45.6% | $4,126-25.1% |
| Admin fee / account holder | $3,640 | $5,949-38.8% | $13,213-72.4% | $5,650-35.6% |