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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 | $66,368 | $75,541-12.1% | $152,093-56.4% | $82,637-19.7% |
| Participation rate | 46.2% | 66.5%-20.4pp | 77.8%-31.6pp | 68.1%-21.9pp |
| Annual return | 11.11% | 32.56%-21.4pp | 66.36%-55.2pp | 53.51%-42.4pp |
| Employer contribution / active EE | $1,707 | $2,622-34.9% | $4,175-59.1% | $2,552-33.1% |
| Participant deferral / active EE | $2,577 | $3,206-19.6% | $5,451-52.7% | $4,126-37.6% |
| Admin fee / account holder | $7,419 | $6,405+15.8% | $14,497-48.8% | $7,339+1.1% |