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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 | $63,726 | $202,463-68.5% | $169,397-62.4% | $139,487-54.3% |
| Participation rate | 58.3% | 81.1%-22.8pp | 77.2%-18.8pp | 80.3%-22.0pp |
| Annual return | 7.34% | 532.64%-525.3pp | 406.23%-398.9pp | 373.84%-366.5pp |
| Employer contribution / active EE | $2,021 | $4,694-57.0% | $4,013-49.7% | $4,755-57.5% |
| Participant deferral / active EE | $3,825 | $6,941-44.9% | $6,223-38.5% | $6,713-43.0% |
| Admin fee / account holder | $624 | $10,726-94.2% | $9,017-93.1% | $11,407-94.5% |