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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 | $77,814-14.7% | $158,223-58.1% | $86,983-23.7% |
| Participation rate | 46.2% | 68.4%-22.3pp | 79.2%-33.0pp | 69.5%-23.4pp |
| Annual return | 11.11% | 30.54%-19.4pp | 52.09%-41.0pp | 25.83%-14.7pp |
| Employer contribution / active EE | $1,707 | $2,592-34.2% | $4,109-58.5% | $2,584-34.0% |
| Participant deferral / active EE | $2,577 | $3,270-21.2% | $5,467-52.9% | $4,194-38.6% |
| Admin fee / account holder | $7,419 | $5,879+26.2% | $16,047-53.8% | $7,856-5.6% |