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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 | $183,592-66.4% | $155,567-60.4% | $145,959-57.8% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 5.64% | 61.24%-55.6pp | 64.74%-59.1pp | 561.95%-556.3pp |
| Employer contribution / active EE | $1,893 | $5,315-64.4% | $4,674-59.5% | $4,661-59.4% |
| Participant deferral / active EE | $4,032 | $6,464-37.6% | $5,628-28.4% | $6,689-39.7% |
| Admin fee / account holder | $1,022 | $19,318-94.7% | $15,916-93.6% | $13,398-92.4% |