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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 | $78,690-22.9% | $161,489-62.4% | $87,485-30.7% |
| Participation rate | 62.5% | 67.5%-5.0pp | 78.7%-16.2pp | 68.9%-6.4pp |
| Annual return | 10.37% | 32.74%-22.4pp | 89.72%-79.4pp | 26.06%-15.7pp |
| Employer contribution / active EE | $2,416 | $2,588-6.7% | $4,268-43.4% | $2,596-6.9% |
| Participant deferral / active EE | $3,661 | $3,311+10.6% | $5,630-35.0% | $4,274-14.3% |
| Admin fee / account holder | $3,187 | $6,724-52.6% | $16,006-80.1% | $7,775-59.0% |