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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 | $71,756 | $112,915-36.5% | $90,965-21.1% | $158,950-54.9% |
| Participation rate | 61.5% | 74.7%-13.2pp | 69.0%-7.5pp | 82.0%-20.4pp |
| Annual return | 4.14% | 215.75%-211.6pp | 134.57%-130.4pp | 302.91%-298.8pp |
| Employer contribution / active EE | $1,714 | $2,894-40.8% | $2,122-19.3% | $4,762-64.0% |
| Participant deferral / active EE | $5,792 | $4,128+40.3% | $3,373+71.7% | $5,983-3.2% |
| Admin fee / account holder | $5,515 | $8,044-31.4% | $5,960-7.5% | $11,248-51.0% |