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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 | $63,665 | $183,592-65.3% | $155,574-59.1% | $145,877-56.4% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 5.90% | 61.37%-55.5pp | 64.87%-59.0pp | 551.28%-545.4pp |
| Employer contribution / active EE | $3,552 | $5,317-33.2% | $4,676-24.0% | $4,663-23.8% |
| Participant deferral / active EE | $4,064 | $6,466-37.1% | $5,629-27.8% | $6,691-39.3% |
| Admin fee / account holder | $1,526 | $19,316-92.1% | $15,914-90.4% | $13,402-88.6% |