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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 | $93,345-33.3% | $119,126-47.8% | $87,485-28.9% |
| Participation rate | 61.1% | 68.7%-7.6pp | 75.8%-14.6pp | 68.9%-7.8pp |
| Annual return | 3.43% | 19.08%-15.6pp | 282.11%-278.7pp | 26.06%-22.6pp |
| Employer contribution / active EE | $1,088 | $3,172-65.7% | $4,034-73.0% | $2,596-58.1% |
| Participant deferral / active EE | $2,394 | $4,099-41.6% | $5,318-55.0% | $4,274-44.0% |
| Admin fee / account holder | $4,853 | $8,039-39.6% | $10,693-54.6% | $7,775-37.6% |