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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 | $65,693 | $80,983-18.9% | $96,544-32.0% | $75,177-12.6% |
| Participation rate | 53.4% | 71.8%-18.4pp | 76.0%-22.6pp | 67.2%-13.8pp |
| Annual return | 12.31% | 27.05%-14.7pp | 25.88%-13.6pp | 160.75%-148.4pp |
| Employer contribution / active EE | $1,341 | $2,282-41.3% | $2,966-54.8% | $2,671-49.8% |
| Participant deferral / active EE | $2,420 | $3,929-38.4% | $4,851-50.1% | $4,126-41.4% |
| Admin fee / account holder | $3,358 | $6,717-50.0% | $8,254-59.3% | $5,651-40.6% |