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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 | $61,648 | $183,539-66.4% | $155,556-60.4% | $145,897-57.7% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 5.64% | 61.31%-55.7pp | 64.84%-59.2pp | 552.29%-546.7pp |
| Employer contribution / active EE | $1,893 | $5,315-64.4% | $4,675-59.5% | $4,663-59.4% |
| Participant deferral / active EE | $4,032 | $6,467-37.7% | $5,631-28.4% | $6,689-39.7% |
| Admin fee / account holder | $1,022 | $19,275-94.7% | $15,885-93.6% | $13,390-92.4% |