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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 | $54,882 | $77,896-29.5% | $134,172-59.1% | $82,448-33.4% |
| Participation rate | 62.9% | 62.8%+0.1pp | 72.5%-9.6pp | 68.1%-5.2pp |
| Annual return | 11.34% | 18.21%-6.9pp | 25.30%-14.0pp | 41.64%-30.3pp |
| Employer contribution / active EE | $3,569 | $2,159+65.3% | $3,420+4.4% | $2,551+39.9% |
| Participant deferral / active EE | $5,627 | $3,162+78.0% | $4,690+20.0% | $4,139+35.9% |
| Admin fee / account holder | $2,315 | $6,336-63.5% | $12,016-80.7% | $7,234-68.0% |