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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 | $54,464 | $62,177-12.4% | $81,370-33.1% | $74,478-26.9% |
| Participation rate | 63.1% | 64.1%-1.0pp | 69.5%-6.4pp | 67.2%-4.1pp |
| Annual return | 10.34% | 16.62%-6.3pp | 24.85%-14.5pp | 1370.56%-1360.2pp |
| Employer contribution / active EE | $1,720 | $1,881-8.6% | $2,464-30.2% | $2,626-34.5% |
| Participant deferral / active EE | $3,082 | $3,219-4.3% | $3,885-20.7% | $4,350-29.2% |
| Admin fee / account holder | $847 | $1,927-56.1% | $5,749-85.3% | $1,946-56.5% |