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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 | $54,875 | $154,228-64.4% | $145,433-62.3% | $137,256-60.0% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 12.03% | 74.59%-62.6pp | 66.58%-54.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,240 | $4,804-74.2% | $4,554-72.8% | $4,156-70.2% |
| Participant deferral / active EE | $4,546 | $8,216-44.7% | $7,897-42.4% | $6,407-29.0% |
| Admin fee / account holder | $12,054 | $14,344-16.0% | $13,129-8.2% | $12,270-1.8% |