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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 | $61,768 | $78,705-21.5% | $117,860-47.6% | $70,124-11.9% |
| Participation rate | 64.9% | 73.2%-8.3pp | 79.7%-14.8pp | 69.5%-4.7pp |
| Annual return | 11.89% | 23.30%-11.4pp | 335.10%-323.2pp | 73.14%-61.2pp |
| Employer contribution / active EE | $1,028 | $2,223-53.7% | $3,786-72.8% | $2,342-56.1% |
| Participant deferral / active EE | $2,284 | $3,297-30.7% | $4,482-49.0% | $3,332-31.5% |
| Admin fee / account holder | $1,645 | $5,065-67.5% | $8,021-79.5% | $4,645-64.6% |