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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 | $57,662 | $78,707-26.7% | $117,861-51.1% | $70,126-17.8% |
| Participation rate | 67.5% | 73.2%-5.7pp | 79.7%-12.2pp | 69.5%-2.0pp |
| Annual return | 12.13% | 23.30%-11.2pp | 335.11%-323.0pp | 73.15%-61.0pp |
| Employer contribution / active EE | $2,226 | $2,223+0.1% | $3,786-41.2% | $2,343-5.0% |
| Participant deferral / active EE | $4,068 | $3,297+23.4% | $4,482-9.2% | $3,332+22.1% |
| Admin fee / account holder | $1,969 | $5,066-61.1% | $8,021-75.5% | $4,645-57.6% |