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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 | $57,975 | $76,551-24.3% | $123,894-53.2% | $62,881-7.8% |
| Participation rate | 59.3% | 73.0%-13.7pp | 81.4%-22.2pp | 69.3%-10.0pp |
| Annual return | 4.40% | 18.68%-14.3pp | 47.52%-43.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,606 | $2,882-44.3% | $4,617-65.2% | $2,281-29.6% |
| Participant deferral / active EE | $4,832 | $4,840-0.2% | $5,984-19.3% | $3,203+50.9% |
| Admin fee / account holder | $539 | $4,826-88.8% | $8,357-93.6% | $4,296-87.5% |