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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 | $81,487-33.9% | $102,412-47.4% | $80,935-33.4% |
| Participation rate | 65.6% | 66.8%-1.2pp | 74.5%-8.9pp | 67.7%-2.0pp |
| Annual return | 10.40% | 25.60%-15.2pp | 24.94%-14.5pp | 35.66%-25.3pp |
| Employer contribution / active EE | $2,139 | $3,103-31.1% | $3,870-44.7% | $2,757-22.4% |
| Participant deferral / active EE | $4,354 | $3,871+12.5% | $5,060-13.9% | $4,299+1.3% |
| Admin fee / account holder | $6,113 | $6,717-9.0% | $8,388-27.1% | $6,924-11.7% |