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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 | $51,970 | $106,864-51.4% | $147,318-64.7% | $82,637-37.1% |
| Participation rate | 67.2% | 75.5%-8.3pp | 82.1%-14.9pp | 68.1%-0.8pp |
| Annual return | 6.81% | 27.49%-20.7pp | 70.43%-63.6pp | 53.51%-46.7pp |
| Employer contribution / active EE | $2,612 | $3,417-23.5% | $4,593-43.1% | $2,552+2.4% |
| Participant deferral / active EE | $2,970 | $6,496-54.3% | $7,906-62.4% | $4,126-28.0% |
| Admin fee / account holder | $2,420 | $8,415-71.2% | $13,708-82.3% | $7,339-67.0% |