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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 | $50,321 | $81,487-38.2% | $102,412-50.9% | $80,935-37.8% |
| Participation rate | 65.6% | 66.8%-1.2pp | 74.5%-8.9pp | 67.7%-2.0pp |
| Annual return | 9.91% | 25.60%-15.7pp | 24.94%-15.0pp | 35.66%-25.7pp |
| Employer contribution / active EE | $2,031 | $3,103-34.5% | $3,870-47.5% | $2,757-26.3% |
| Participant deferral / active EE | $4,544 | $3,871+17.4% | $5,060-10.2% | $4,299+5.7% |
| Admin fee / account holder | $5,099 | $6,717-24.1% | $8,388-39.2% | $6,924-26.4% |