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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 | $62,852 | $106,864-41.2% | $147,318-57.3% | $82,637-23.9% |
| Participation rate | 69.2% | 75.5%-6.3pp | 82.1%-12.8pp | 68.1%+1.2pp |
| Annual return | 11.73% | 27.49%-15.8pp | 70.43%-58.7pp | 53.51%-41.8pp |
| Employer contribution / active EE | $1,527 | $3,417-55.3% | $4,593-66.8% | $2,552-40.2% |
| Participant deferral / active EE | $4,188 | $6,496-35.5% | $7,906-47.0% | $4,126+1.5% |
| Admin fee / account holder | $18,405 | $8,415+118.7% | $13,708+34.3% | $7,339+150.8% |