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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 | $61,321 | $183,516-66.6% | $155,534-60.6% | $145,884-58.0% |
| Participation rate | 52.4% | 82.7%-30.3pp | 78.2%-25.8pp | 80.3%-27.9pp |
| Annual return | 7.66% | 61.43%-53.8pp | 64.92%-57.3pp | 551.85%-544.2pp |
| Employer contribution / active EE | $1,328 | $5,315-75.0% | $4,675-71.6% | $4,662-71.5% |
| Participant deferral / active EE | $4,116 | $6,467-36.4% | $5,630-26.9% | $6,690-38.5% |
| Admin fee / account holder | $7,678 | $19,293-60.2% | $15,900-51.7% | $13,392-42.7% |