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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 | $73,465 | $211,224-65.2% | $178,505-58.8% | $145,897-49.6% |
| Participation rate | 58.3% | 80.8%-22.5pp | 77.1%-18.8pp | 80.3%-22.0pp |
| Annual return | 6.40% | 30.28%-23.9pp | 27.16%-20.8pp | 552.29%-545.9pp |
| Employer contribution / active EE | $1,575 | $4,577-65.6% | $3,955-60.2% | $4,663-66.2% |
| Participant deferral / active EE | $2,702 | $6,966-61.2% | $6,280-57.0% | $6,689-59.6% |
| Admin fee / account holder | $1,389 | $12,109-88.5% | $10,428-86.7% | $13,390-89.6% |