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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 | $71,351 | $136,860-47.9% | $120,344-40.7% | $154,746-53.9% |
| Participation rate | 61.5% | 79.9%-18.3pp | 76.7%-15.2pp | 80.7%-19.2pp |
| Annual return | 5.74% | 21.38%-15.6pp | 20.30%-14.6pp | 172.34%-166.6pp |
| Employer contribution / active EE | $1,258 | $3,533-64.4% | $3,020-58.3% | $4,379-71.3% |
| Participant deferral / active EE | $2,643 | $5,793-54.4% | $5,135-48.5% | $6,730-60.7% |
| Admin fee / account holder | $12,208 | $15,393-20.7% | $12,742-4.2% | $14,365-15.0% |