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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 | $58,705 | $87,834-33.2% | $133,975-56.2% | $62,881-6.6% |
| Participation rate | 65.8% | 83.4%-17.6pp | 87.1%-21.3pp | 69.3%-3.5pp |
| Annual return | 5.12% | 12.05%-6.9pp | 29.29%-24.2pp | 20.14%-15.0pp |
| Employer contribution / active EE | $2,770 | $3,482-20.5% | $5,211-46.8% | $2,281+21.4% |
| Participant deferral / active EE | $5,049 | $4,812+4.9% | $6,282-19.6% | $3,203+57.6% |
| Admin fee / account holder | $15,055 | $5,372+180.2% | $9,324+61.5% | $4,296+250.5% |