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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 | $106,524-42.4% | $152,301-59.7% | $87,485-29.9% |
| Participation rate | 65.6% | 75.8%-10.1pp | 82.4%-16.8pp | 68.9%-3.3pp |
| Annual return | 10.88% | 26.89%-16.0pp | 80.50%-69.6pp | 26.06%-15.2pp |
| Employer contribution / active EE | $1,163 | $3,371-65.5% | $4,624-74.8% | $2,596-55.2% |
| Participant deferral / active EE | $3,031 | $6,525-53.6% | $8,004-62.1% | $4,274-29.1% |
| Admin fee / account holder | $4,045 | $8,287-51.2% | $14,398-71.9% | $7,775-48.0% |