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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 | $65,589 | $201,344-67.4% | $184,243-64.4% | $145,877-55.0% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 4.82% | 29.01%-24.2pp | 28.82%-24.0pp | 551.28%-546.5pp |
| Employer contribution / active EE | $1,982 | $7,022-71.8% | $6,427-69.2% | $4,663-57.5% |
| Participant deferral / active EE | $3,438 | $9,807-64.9% | $9,132-62.4% | $6,691-48.6% |
| Admin fee / account holder | $1,553 | $16,382-90.5% | $13,914-88.8% | $13,402-88.4% |