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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 | $99,875-38.6% | $146,866-58.2% | $86,983-29.4% |
| Participation rate | 65.6% | 75.8%-10.2pp | 82.5%-16.9pp | 69.5%-3.9pp |
| Annual return | 10.88% | 28.10%-17.2pp | 102.85%-92.0pp | 25.83%-15.0pp |
| Employer contribution / active EE | $1,163 | $3,224-63.9% | $4,425-73.7% | $2,584-55.0% |
| Participant deferral / active EE | $3,031 | $6,322-52.1% | $7,759-60.9% | $4,194-27.7% |
| Admin fee / account holder | $4,045 | $7,838-48.4% | $13,620-70.3% | $7,856-48.5% |