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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 | $56,543 | $105,200-46.3% | $159,474-64.5% | $85,847-34.1% |
| Participation rate | 57.7% | 75.8%-18.1pp | 82.8%-25.1pp | 69.3%-11.6pp |
| Annual return | 10.91% | 45.08%-34.2pp | 263.68%-252.8pp | 318.61%-307.7pp |
| Employer contribution / active EE | $1,895 | $3,319-42.9% | $4,831-60.8% | $2,565-26.1% |
| Participant deferral / active EE | $2,576 | $5,946-56.7% | $7,353-65.0% | $3,952-34.8% |
| Admin fee / account holder | $1,014 | $6,934-85.4% | $10,802-90.6% | $6,261-83.8% |