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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 | $62,226 | $88,672-29.8% | $105,223-40.9% | $82,448-24.5% |
| Participation rate | 61.1% | 67.9%-6.8pp | 75.0%-13.9pp | 68.1%-7.0pp |
| Annual return | 3.43% | 30.86%-27.4pp | 180.65%-177.2pp | 41.64%-38.2pp |
| Employer contribution / active EE | $1,088 | $3,048-64.3% | $3,689-70.5% | $2,551-57.3% |
| Participant deferral / active EE | $2,394 | $4,036-40.7% | $5,072-52.8% | $4,139-42.2% |
| Admin fee / account holder | $4,853 | $7,146-32.1% | $8,859-45.2% | $7,234-32.9% |