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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 | $56,968 | $110,410-48.4% | $102,437-44.4% | $145,897-61.0% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 6.45% | 24.85%-18.4pp | 24.95%-18.5pp | 552.29%-545.8pp |
| Employer contribution / active EE | $3,119 | $4,217-26.0% | $3,871-19.4% | $4,663-33.1% |
| Participant deferral / active EE | $3,407 | $5,622-39.4% | $5,060-32.7% | $6,689-49.1% |
| Admin fee / account holder | $948 | $9,745-90.3% | $8,388-88.7% | $13,390-92.9% |