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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 | $110,337-48.4% | $102,383-44.4% | $145,877-60.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 6.45% | 24.83%-18.4pp | 24.94%-18.5pp | 551.28%-544.8pp |
| Employer contribution / active EE | $3,119 | $4,216-26.0% | $3,870-19.4% | $4,663-33.1% |
| Participant deferral / active EE | $3,407 | $5,621-39.4% | $5,060-32.7% | $6,691-49.1% |
| Admin fee / account holder | $948 | $9,750-90.3% | $8,391-88.7% | $13,402-92.9% |