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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 | $56,149 | $81,487-31.1% | $102,412-45.2% | $80,935-30.6% |
| Participation rate | 57.8% | 66.8%-9.1pp | 74.5%-16.7pp | 67.7%-9.9pp |
| Annual return | 9.71% | 25.60%-15.9pp | 24.94%-15.2pp | 35.66%-26.0pp |
| Employer contribution / active EE | $2,083 | $3,103-32.9% | $3,870-46.2% | $2,757-24.4% |
| Participant deferral / active EE | $3,529 | $3,871-8.8% | $5,060-30.3% | $4,299-17.9% |
| Admin fee / account holder | $5,460 | $6,717-18.7% | $8,388-34.9% | $6,924-21.2% |