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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 | $59,559 | $93,345-36.2% | $119,126-50.0% | $87,485-31.9% |
| Participation rate | 67.7% | 68.7%-1.0pp | 75.8%-8.0pp | 68.9%-1.2pp |
| Annual return | 10.14% | 19.08%-8.9pp | 282.11%-272.0pp | 26.06%-15.9pp |
| Employer contribution / active EE | $1,742 | $3,172-45.1% | $4,034-56.8% | $2,596-32.9% |
| Participant deferral / active EE | $5,038 | $4,099+22.9% | $5,318-5.3% | $4,274+17.9% |
| Admin fee / account holder | $13,493 | $8,039+67.8% | $10,693+26.2% | $7,775+73.5% |