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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 | $57,432 | $178,174-67.8% | $156,181-63.2% | $137,256-58.2% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 1.87% | 84.19%-82.3pp | 64.87%-63.0pp | 220.34%-218.5pp |
| Employer contribution / active EE | $1,200 | $4,972-75.9% | $4,294-72.1% | $4,156-71.1% |
| Participant deferral / active EE | $6,800 | $6,888-1.3% | $6,132+10.9% | $6,407+6.1% |
| Admin fee / account holder | $28,717 | $17,404+65.0% | $14,586+96.9% | $12,270+134.0% |