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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 | $67,413 | $97,078-30.6% | $103,065-34.6% | $145,897-53.8% |
| Participation rate | 60.0% | 81.1%-21.1pp | 80.6%-20.6pp | 80.3%-20.3pp |
| Annual return | 8.89% | 25.49%-16.6pp | 23.95%-15.1pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,537 | $4,680-67.2% | $4,675-67.1% | $4,663-67.0% |
| Participant deferral / active EE | $2,348 | $6,601-64.4% | $6,625-64.6% | $6,689-64.9% |
| Admin fee / account holder | $479 | $12,505-96.2% | $9,349-94.9% | $13,390-96.4% |