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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 | $106,749-42.5% | $145,433-57.8% | $82,448-25.6% |
| Participation rate | 65.6% | 75.6%-10.0pp | 82.1%-16.5pp | 68.1%-2.4pp |
| Annual return | 10.88% | 27.59%-16.7pp | 66.58%-55.7pp | 41.64%-30.8pp |
| Employer contribution / active EE | $1,163 | $3,444-66.2% | $4,554-74.5% | $2,551-54.4% |
| Participant deferral / active EE | $3,031 | $6,519-53.5% | $7,897-61.6% | $4,139-26.8% |
| Admin fee / account holder | $4,045 | $8,390-51.8% | $13,129-69.2% | $7,234-44.1% |