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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 | $61,162 | $72,012-15.1% | $185,827-67.1% | $79,858-23.4% |
| Participation rate | 54.7% | 65.8%-11.0pp | 78.0%-23.3pp | 69.6%-14.9pp |
| Annual return | 10.63% | 23.12%-12.5pp | 35.96%-25.3pp | 31.72%-21.1pp |
| Employer contribution / active EE | $1,166 | $1,965-40.6% | $4,087-71.5% | $2,471-52.8% |
| Participant deferral / active EE | $3,705 | $3,779-2.0% | $5,633-34.2% | $3,740-0.9% |
| Admin fee / account holder | $4,259 | $4,513-5.6% | $9,502-55.2% | $5,306-19.7% |