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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 | $56,357 | $86,050-34.5% | $189,758-70.3% | $94,015-40.1% |
| Participation rate | 68.0% | 68.9%-0.9pp | 79.8%-11.8pp | 70.8%-2.8pp |
| Annual return | 9.34% | 17.77%-8.4pp | 52.62%-43.3pp | 17.84%-8.5pp |
| Employer contribution / active EE | $2,577 | $2,819-8.6% | $4,767-45.9% | $2,790-7.6% |
| Participant deferral / active EE | $3,165 | $3,349-5.5% | $5,856-45.9% | $4,249-25.5% |
| Admin fee / account holder | $1,600 | $6,627-75.9% | $20,388-92.2% | $8,951-82.1% |