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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 | $65,593 | $183,627-64.3% | $155,602-57.8% | $145,978-55.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 5.48% | 61.32%-55.8pp | 64.81%-59.3pp | 550.52%-545.0pp |
| Employer contribution / active EE | $1,337 | $5,316-74.8% | $4,675-71.4% | $4,662-71.3% |
| Participant deferral / active EE | $16,317 | $6,466+152.4% | $5,629+189.9% | $6,690+143.9% |
| Admin fee / account holder | $4,575 | $19,327-76.3% | $15,923-71.3% | $13,400-65.9% |