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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 | $51,650 | $76,551-32.5% | $123,894-58.3% | $62,881-17.9% |
| Participation rate | 64.7% | 73.0%-8.3pp | 81.4%-16.7pp | 69.3%-4.6pp |
| Annual return | 1.19% | 18.68%-17.5pp | 47.52%-46.3pp | 20.14%-19.0pp |
| Employer contribution / active EE | $3,293 | $2,882+14.3% | $4,617-28.7% | $2,281+44.4% |
| Participant deferral / active EE | $3,670 | $4,840-24.2% | $5,984-38.7% | $3,203+14.6% |
| Admin fee / account holder | $14,270 | $4,826+195.7% | $8,357+70.8% | $4,296+232.2% |