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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 | $61,829 | $93,589-33.9% | $135,942-54.5% | $75,181-17.8% |
| Participation rate | 52.4% | 75.2%-22.8pp | 81.9%-29.5pp | 67.2%-14.8pp |
| Annual return | 12.30% | 30.90%-18.6pp | 68.28%-56.0pp | 160.69%-148.4pp |
| Employer contribution / active EE | $1,216 | $3,537-65.6% | $4,858-75.0% | $2,671-54.5% |
| Participant deferral / active EE | $3,070 | $6,405-52.1% | $7,759-60.4% | $4,126-25.6% |
| Admin fee / account holder | $3,992 | $6,977-42.8% | $10,764-62.9% | $5,650-29.3% |