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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 | $60,759 | $78,707-22.8% | $117,861-48.4% | $70,126-13.4% |
| Participation rate | 69.2% | 73.2%-4.0pp | 79.7%-10.4pp | 69.5%-0.3pp |
| Annual return | 11.79% | 23.30%-11.5pp | 335.11%-323.3pp | 73.15%-61.4pp |
| Employer contribution / active EE | $969 | $2,223-56.4% | $3,786-74.4% | $2,343-58.6% |
| Participant deferral / active EE | $1,964 | $3,297-40.4% | $4,482-56.2% | $3,332-41.0% |
| Admin fee / account holder | $3,546 | $5,066-30.0% | $8,021-55.8% | $4,645-23.7% |