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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 | $64,427 | $115,225-44.1% | $100,712-36.0% | $138,895-53.6% |
| Participation rate | 61.5% | 74.3%-12.8pp | 69.3%-7.7pp | 79.9%-18.4pp |
| Annual return | 9.38% | 40.35%-31.0pp | 33.27%-23.9pp | 145.39%-136.0pp |
| Employer contribution / active EE | $1,647 | $2,771-40.6% | $2,313-28.8% | $4,194-60.7% |
| Participant deferral / active EE | $4,380 | $4,699-6.8% | $4,085+7.2% | $6,396-31.5% |
| Admin fee / account holder | $1,545 | $10,844-85.8% | $9,256-83.3% | $12,562-87.7% |