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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 | $64,580 | $185,312-65.2% | $161,489-60.0% | $154,746-58.3% |
| Participation rate | 59.1% | 82.5%-23.4pp | 78.7%-19.6pp | 80.7%-21.6pp |
| Annual return | 6.94% | 103.84%-96.9pp | 89.72%-82.8pp | 172.34%-165.4pp |
| Employer contribution / active EE | $1,867 | $4,769-60.9% | $4,268-56.3% | $4,379-57.4% |
| Participant deferral / active EE | $2,370 | $6,350-62.7% | $5,630-57.9% | $6,730-64.8% |
| Admin fee / account holder | $11,886 | $18,654-36.3% | $16,006-25.7% | $14,365-17.3% |