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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 | $65,003 | $84,953-23.5% | $163,379-60.2% | $82,637-21.3% |
| Participation rate | 52.0% | 65.9%-13.9pp | 76.8%-24.8pp | 68.1%-16.1pp |
| Annual return | 12.54% | 23.07%-10.5pp | 63.41%-50.9pp | 53.51%-41.0pp |
| Employer contribution / active EE | $1,591 | $2,183-27.1% | $3,752-57.6% | $2,552-37.7% |
| Participant deferral / active EE | $2,404 | $4,326-44.4% | $6,282-61.7% | $4,126-41.7% |
| Admin fee / account holder | $2,569 | $7,921-67.6% | $9,818-73.8% | $7,339-65.0% |