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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 | $56,317 | $124,330-54.7% | $109,173-48.4% | $167,536-66.4% |
| Participation rate | 64.3% | 79.5%-15.2pp | 75.9%-11.6pp | 82.1%-17.8pp |
| Annual return | 6.51% | 26.04%-19.5pp | 25.75%-19.2pp | 478.82%-472.3pp |
| Employer contribution / active EE | $993 | $4,209-76.4% | $3,723-73.3% | $4,839-79.5% |
| Participant deferral / active EE | $2,276 | $5,256-56.7% | $4,654-51.1% | $6,342-64.1% |
| Admin fee / account holder | $3,428 | $7,974-57.0% | $6,755-49.3% | $12,315-72.2% |