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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 | $59,684 | $77,472-23.0% | $100,415-40.6% | $80,959-26.3% |
| Participation rate | 56.9% | 76.9%-20.1pp | 81.5%-24.6pp | 67.7%-10.8pp |
| Annual return | 11.98% | 37.26%-25.3pp | 49.47%-37.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $3,461 | $2,800+23.6% | $3,943-12.2% | $2,757+25.5% |
| Participant deferral / active EE | $5,137 | $6,818-24.7% | $8,091-36.5% | $4,300+19.5% |
| Admin fee / account holder | $7,492 | $5,885+27.3% | $7,906-5.2% | $6,925+8.2% |