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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 | $62,039 | $81,358-23.7% | $155,556-60.1% | $80,959-23.4% |
| Participation rate | 59.7% | 66.3%-6.6pp | 78.2%-18.5pp | 67.7%-8.0pp |
| Annual return | 10.26% | 33.39%-23.1pp | 64.84%-54.6pp | 35.67%-25.4pp |
| Employer contribution / active EE | $1,407 | $3,106-54.7% | $4,675-69.9% | $2,757-49.0% |
| Participant deferral / active EE | $2,482 | $3,455-28.2% | $5,631-55.9% | $4,300-42.3% |
| Admin fee / account holder | $10,372 | $7,994+29.8% | $15,885-34.7% | $6,925+49.8% |