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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 | $63,820 | $80,983-21.2% | $96,544-33.9% | $75,177-15.1% |
| Participation rate | 56.1% | 71.8%-15.6pp | 76.0%-19.8pp | 67.2%-11.1pp |
| Annual return | 11.45% | 27.05%-15.6pp | 25.88%-14.4pp | 160.75%-149.3pp |
| Employer contribution / active EE | $1,297 | $2,282-43.2% | $2,966-56.3% | $2,671-51.4% |
| Participant deferral / active EE | $2,366 | $3,929-39.8% | $4,851-51.2% | $4,126-42.7% |
| Admin fee / account holder | $4,747 | $6,717-29.3% | $8,254-42.5% | $5,651-16.0% |