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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 | $59,028 | $183,516-67.8% | $155,534-62.0% | $145,884-59.5% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 8.39% | 61.43%-53.0pp | 64.92%-56.5pp | 551.85%-543.5pp |
| Employer contribution / active EE | $1,451 | $5,315-72.7% | $4,675-69.0% | $4,662-68.9% |
| Participant deferral / active EE | $7,979 | $6,467+23.4% | $5,630+41.7% | $6,690+19.3% |
| Admin fee / account holder | $962 | $19,293-95.0% | $15,900-94.0% | $13,392-92.8% |