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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 | $60,035 | $88,672-32.3% | $105,223-42.9% | $82,448-27.2% |
| Participation rate | 53.6% | 67.9%-14.4pp | 75.0%-21.5pp | 68.1%-14.5pp |
| Annual return | 12.38% | 30.86%-18.5pp | 180.65%-168.3pp | 41.64%-29.3pp |
| Employer contribution / active EE | $2,629 | $3,048-13.8% | $3,689-28.7% | $2,551+3.0% |
| Participant deferral / active EE | $5,019 | $4,036+24.4% | $5,072-1.0% | $4,139+21.3% |
| Admin fee / account holder | $8,727 | $7,146+22.1% | $8,859-1.5% | $7,234+20.6% |