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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 | $63,540 | $178,174-64.3% | $156,181-59.3% | $137,256-53.7% |
| Participation rate | 64.7% | 82.0%-17.3pp | 78.8%-14.1pp | 80.0%-15.3pp |
| Annual return | 7.77% | 84.19%-76.4pp | 64.87%-57.1pp | 220.34%-212.6pp |
| Employer contribution / active EE | $1,542 | $4,972-69.0% | $4,294-64.1% | $4,156-62.9% |
| Participant deferral / active EE | $2,385 | $6,888-65.4% | $6,132-61.1% | $6,407-62.8% |
| Admin fee / account holder | $29,134 | $17,404+67.4% | $14,586+99.7% | $12,270+137.4% |