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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 | $64,156 | $157,304-59.2% | $141,197-54.6% | $152,909-58.0% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 14.18% | 64.34%-50.2pp | 71.41%-57.2pp | 345.46%-331.3pp |
| Employer contribution / active EE | $1,255 | $5,263-76.2% | $4,736-73.5% | $4,764-73.7% |
| Participant deferral / active EE | $3,695 | $7,111-48.0% | $6,710-44.9% | $5,851-36.9% |
| Admin fee / account holder | $1,576 | $12,126-87.0% | $10,265-84.6% | $11,601-86.4% |