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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 | $63,597 | $77,574-18.0% | $108,753-41.5% | $86,983-26.9% |
| Participation rate | 58.1% | 62.3%-4.2pp | 71.1%-13.0pp | 69.5%-11.5pp |
| Annual return | 8.18% | 18.42%-10.2pp | 37.47%-29.3pp | 25.83%-17.7pp |
| Employer contribution / active EE | $1,435 | $1,611-10.9% | $2,427-40.9% | $2,584-44.5% |
| Participant deferral / active EE | $2,270 | $3,128-27.4% | $4,115-44.8% | $4,194-45.9% |
| Admin fee / account holder | $4,079 | $6,529-37.5% | $10,320-60.5% | $7,856-48.1% |