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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 | $61,370 | $106,864-42.6% | $147,318-58.3% | $82,637-25.7% |
| Participation rate | 65.6% | 75.5%-9.9pp | 82.1%-16.4pp | 68.1%-2.4pp |
| Annual return | 10.88% | 27.49%-16.6pp | 70.43%-59.6pp | 53.51%-42.6pp |
| Employer contribution / active EE | $1,163 | $3,417-66.0% | $4,593-74.7% | $2,552-54.4% |
| Participant deferral / active EE | $3,031 | $6,496-53.3% | $7,906-61.7% | $4,126-26.5% |
| Admin fee / account holder | $4,045 | $8,415-51.9% | $13,708-70.5% | $7,339-44.9% |