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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 | $62,465 | $108,825-42.6% | $156,181-60.0% | $82,448-24.2% |
| Participation rate | 64.5% | 72.4%-7.9pp | 78.8%-14.3pp | 68.1%-3.6pp |
| Annual return | 11.67% | 20.59%-8.9pp | 64.87%-53.2pp | 41.64%-30.0pp |
| Employer contribution / active EE | $2,418 | $2,870-15.7% | $4,294-43.7% | $2,551-5.2% |
| Participant deferral / active EE | $3,802 | $4,577-16.9% | $6,132-38.0% | $4,139-8.1% |
| Admin fee / account holder | $4,661 | $9,341-50.1% | $14,586-68.0% | $7,234-35.6% |