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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 | $53,902 | $81,457-33.8% | $103,378-47.9% | $80,911-33.4% |
| Participation rate | 65.6% | 66.8%-1.2pp | 74.5%-8.9pp | 67.6%-2.0pp |
| Annual return | 10.40% | 25.58%-15.2pp | 24.91%-14.5pp | 35.63%-25.2pp |
| Employer contribution / active EE | $2,139 | $3,107-31.2% | $3,870-44.7% | $2,756-22.4% |
| Participant deferral / active EE | $4,354 | $3,871+12.5% | $5,058-13.9% | $4,297+1.3% |
| Admin fee / account holder | $6,113 | $6,717-9.0% | $8,401-27.2% | $6,935-11.8% |