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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 | $55,685 | $76,551-27.3% | $123,894-55.1% | $62,881-11.4% |
| Participation rate | 56.0% | 73.0%-17.0pp | 81.4%-25.4pp | 69.3%-13.3pp |
| Annual return | 3.73% | 18.68%-14.9pp | 47.52%-43.8pp | 20.14%-16.4pp |
| Employer contribution / active EE | $2,091 | $2,882-27.5% | $4,617-54.7% | $2,281-8.3% |
| Participant deferral / active EE | $6,431 | $4,840+32.9% | $5,984+7.5% | $3,203+100.8% |
| Admin fee / account holder | $11,547 | $4,826+139.3% | $8,357+38.2% | $4,296+168.8% |