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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% | $155,574-60.4% | $145,877-57.7% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 5.64% | 61.37%-55.7pp | 64.87%-59.2pp | 551.28%-545.6pp |
| Employer contribution / active EE | $1,893 | $5,317-64.4% | $4,676-59.5% | $4,663-59.4% |
| Participant deferral / active EE | $4,032 | $6,466-37.6% | $5,629-28.4% | $6,691-39.7% |
| Admin fee / account holder | $1,022 | $19,316-94.7% | $15,914-93.6% | $13,402-92.4% |