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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 | $55,390 | $78,013-29.0% | $178,449-69.0% | $80,911-31.5% |
| Participation rate | 65.7% | 65.7%0pp | 77.1%-11.4pp | 67.6%-1.9pp |
| Annual return | 9.76% | 18.07%-8.3pp | 27.09%-17.3pp | 35.63%-25.9pp |
| Employer contribution / active EE | $2,856 | $2,287+24.9% | $3,951-27.7% | $2,756+3.6% |
| Participant deferral / active EE | $3,496 | $4,408-20.7% | $6,277-44.3% | $4,297-18.7% |
| Admin fee / account holder | $7,473 | $7,166+4.3% | $10,362-27.9% | $6,935+7.8% |