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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 | $78,027-29.0% | $178,528-69.0% | $80,925-31.6% |
| Participation rate | 65.7% | 65.7%0pp | 77.1%-11.4pp | 67.7%-1.9pp |
| Annual return | 9.76% | 18.09%-8.3pp | 27.11%-17.4pp | 35.65%-25.9pp |
| Employer contribution / active EE | $2,856 | $2,281+25.2% | $3,950-27.7% | $2,756+3.6% |
| Participant deferral / active EE | $3,496 | $4,408-20.7% | $6,278-44.3% | $4,299-18.7% |
| Admin fee / account holder | $7,473 | $7,168+4.3% | $10,419-28.3% | $6,940+7.7% |