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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 | $58,605 | $81,331-27.9% | $155,534-62.3% | $80,935-27.6% |
| Participation rate | 61.9% | 66.3%-4.4pp | 78.2%-16.4pp | 67.7%-5.8pp |
| Annual return | 5.19% | 33.37%-28.2pp | 64.92%-59.7pp | 35.66%-30.5pp |
| Employer contribution / active EE | $1,234 | $3,105-60.3% | $4,675-73.6% | $2,757-55.2% |
| Participant deferral / active EE | $2,134 | $3,454-38.2% | $5,630-62.1% | $4,299-50.4% |
| Admin fee / account holder | $1,430 | $7,999-82.1% | $15,900-91.0% | $6,924-79.3% |