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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 | $74,535-14.7% | $100,712-36.9% | $82,637-23.0% |
| Participation rate | 58.1% | 61.2%-3.1pp | 69.3%-11.2pp | 68.1%-10.0pp |
| Annual return | 8.18% | 18.92%-10.7pp | 33.27%-25.1pp | 53.51%-45.3pp |
| Employer contribution / active EE | $1,435 | $1,503-4.5% | $2,313-38.0% | $2,552-43.8% |
| Participant deferral / active EE | $2,270 | $3,074-26.1% | $4,085-44.4% | $4,126-45.0% |
| Admin fee / account holder | $4,079 | $6,576-38.0% | $9,256-55.9% | $7,339-44.4% |