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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 | $58,328 | $76,407-23.7% | $150,298-61.2% | $82,448-29.3% |
| Participation rate | 64.4% | 66.4%-2.0pp | 77.8%-13.4pp | 68.1%-3.7pp |
| Annual return | 12.93% | 39.99%-27.1pp | 62.79%-49.9pp | 41.64%-28.7pp |
| Employer contribution / active EE | $584 | $2,614-77.6% | $4,154-85.9% | $2,551-77.1% |
| Participant deferral / active EE | $3,278 | $3,214+2.0% | $5,453-39.9% | $4,139-20.8% |
| Admin fee / account holder | $7,020 | $6,352+10.5% | $14,116-50.3% | $7,234-3.0% |