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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 | $57,525 | $182,442-68.5% | $163,379-64.8% | $138,895-58.6% |
| Participation rate | 61.5% | 79.8%-18.2pp | 76.8%-15.3pp | 79.9%-18.4pp |
| Annual return | 2.37% | 72.74%-70.4pp | 63.41%-61.0pp | 145.39%-143.0pp |
| Employer contribution / active EE | $1,246 | $4,159-70.0% | $3,752-66.8% | $4,194-70.3% |
| Participant deferral / active EE | $2,424 | $6,817-64.4% | $6,282-61.4% | $6,396-62.1% |
| Admin fee / account holder | $17,183 | $10,396+65.3% | $9,818+75.0% | $12,562+36.8% |