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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 | $75,541-22.8% | $152,093-61.6% | $82,637-29.4% |
| Participation rate | 64.4% | 66.5%-2.1pp | 77.8%-13.4pp | 68.1%-3.6pp |
| Annual return | 12.93% | 32.56%-19.6pp | 66.36%-53.4pp | 53.51%-40.6pp |
| Employer contribution / active EE | $584 | $2,622-77.7% | $4,175-86.0% | $2,552-77.1% |
| Participant deferral / active EE | $3,278 | $3,206+2.3% | $5,451-39.9% | $4,126-20.6% |
| Admin fee / account holder | $7,020 | $6,405+9.6% | $14,497-51.6% | $7,339-4.3% |