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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 | $49,904 | $81,331-38.6% | $155,534-67.9% | $80,935-38.3% |
| Participation rate | 67.8% | 66.3%+1.6pp | 78.2%-10.4pp | 67.7%+0.2pp |
| Annual return | 10.13% | 33.37%-23.2pp | 64.92%-54.8pp | 35.66%-25.5pp |
| Employer contribution / active EE | $3,061 | $3,105-1.4% | $4,675-34.5% | $2,757+11.0% |
| Participant deferral / active EE | $6,266 | $3,454+81.4% | $5,630+11.3% | $4,299+45.7% |
| Admin fee / account holder | $27,661 | $7,999+245.8% | $15,900+74.0% | $6,924+299.5% |