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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 | $65,646 | $166,131-60.5% | $164,975-60.2% | $145,877-55.0% |
| Participation rate | 38.9% | 82.0%-43.1pp | 78.6%-39.7pp | 80.3%-41.4pp |
| Annual return | 8.06% | 100.37%-92.3pp | 70.12%-62.1pp | 551.28%-543.2pp |
| Employer contribution / active EE | $2,130 | $5,276-59.6% | $4,343-51.0% | $4,663-54.3% |
| Participant deferral / active EE | $3,536 | $6,962-49.2% | $6,033-41.4% | $6,691-47.1% |
| Admin fee / account holder | $13,014 | $16,648-21.8% | $12,688+2.6% | $13,402-2.9% |