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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 | $63,558 | $111,814-43.2% | $103,378-38.5% | $145,978-56.5% |
| Participation rate | 54.2% | 77.9%-23.8pp | 74.5%-20.3pp | 80.3%-26.1pp |
| Annual return | 8.00% | 24.80%-16.8pp | 24.91%-16.9pp | 550.52%-542.5pp |
| Employer contribution / active EE | $1,375 | $4,215-67.4% | $3,870-64.5% | $4,662-70.5% |
| Participant deferral / active EE | $3,397 | $5,618-39.5% | $5,058-32.8% | $6,690-49.2% |
| Admin fee / account holder | $3,704 | $9,764-62.1% | $8,401-55.9% | $13,400-72.4% |