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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 | $60,646 | $76,407-20.6% | $150,298-59.6% | $82,448-26.4% |
| Participation rate | 62.5% | 66.4%-3.9pp | 77.8%-15.3pp | 68.1%-5.6pp |
| Annual return | 10.37% | 39.99%-29.6pp | 62.79%-52.4pp | 41.64%-31.3pp |
| Employer contribution / active EE | $2,416 | $2,614-7.6% | $4,154-41.8% | $2,551-5.3% |
| Participant deferral / active EE | $3,661 | $3,214+13.9% | $5,453-32.9% | $4,139-11.6% |
| Admin fee / account holder | $3,187 | $6,352-49.8% | $14,116-77.4% | $7,234-55.9% |