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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 | $97,751-31.0% | $103,447-34.8% | $145,877-53.8% |
| Participation rate | 60.0% | 81.1%-21.1pp | 80.5%-20.5pp | 80.3%-20.3pp |
| Annual return | 8.89% | 25.43%-16.5pp | 23.92%-15.0pp | 551.28%-542.4pp |
| Employer contribution / active EE | $1,537 | $4,684-67.2% | $4,678-67.2% | $4,663-67.0% |
| Participant deferral / active EE | $2,348 | $6,603-64.4% | $6,624-64.5% | $6,691-64.9% |
| Admin fee / account holder | $479 | $12,515-96.2% | $9,415-94.9% | $13,402-96.4% |