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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 | $60,433 | $88,672-31.8% | $105,223-42.6% | $82,448-26.7% |
| Participation rate | 55.6% | 67.9%-12.4pp | 75.0%-19.5pp | 68.1%-12.5pp |
| Annual return | 8.11% | 30.86%-22.7pp | 180.65%-172.5pp | 41.64%-33.5pp |
| Employer contribution / active EE | $1,327 | $3,048-56.5% | $3,689-64.0% | $2,551-48.0% |
| Participant deferral / active EE | $6,661 | $4,036+65.0% | $5,072+31.3% | $4,139+60.9% |
| Admin fee / account holder | $2,883 | $7,146-59.7% | $8,859-67.5% | $7,234-60.1% |