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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 | $57,709 | $149,778-61.5% | $118,946-51.5% | $158,966-63.7% |
| Participation rate | 69.2% | 82.1%-12.9pp | 75.4%-6.2pp | 82.0%-12.7pp |
| Annual return | 4.32% | 19.95%-15.6pp | 35.89%-31.6pp | 302.95%-298.6pp |
| Employer contribution / active EE | $1,511 | $4,117-63.3% | $3,263-53.7% | $4,762-68.3% |
| Participant deferral / active EE | $2,534 | $5,225-51.5% | $4,266-40.6% | $5,983-57.6% |
| Admin fee / account holder | $10,211 | $8,604+18.7% | $6,581+55.2% | $11,250-9.2% |