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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 | $58,940 | $94,031-37.3% | $115,768-49.1% | $82,448-28.5% |
| Participation rate | 55.6% | 70.4%-14.9pp | 74.4%-18.8pp | 68.1%-12.5pp |
| Annual return | 9.72% | 20.61%-10.9pp | 100.46%-90.7pp | 41.64%-31.9pp |
| Employer contribution / active EE | $1,119 | $2,323-51.8% | $2,940-61.9% | $2,551-56.1% |
| Participant deferral / active EE | $2,145 | $3,972-46.0% | $4,917-56.4% | $4,139-48.2% |
| Admin fee / account holder | $8,849 | $10,249-13.7% | $12,439-28.9% | $7,234+22.3% |