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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 | $54,832 | $85,766-36.1% | $136,298-59.8% | $70,126-21.8% |
| Participation rate | 60.0% | 74.2%-14.2pp | 81.9%-21.9pp | 69.5%-9.5pp |
| Annual return | 12.71% | 31.46%-18.7pp | 5156.27%-5143.6pp | 73.15%-60.4pp |
| Employer contribution / active EE | $2,326 | $2,966-21.6% | $4,696-50.5% | $2,343-0.7% |
| Participant deferral / active EE | $5,272 | $5,051+4.4% | $6,247-15.6% | $3,332+58.2% |
| Admin fee / account holder | $5,539 | $5,421+2.2% | $9,244-40.1% | $4,645+19.2% |