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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 | $61,046 | $86,949-29.8% | $102,460-40.4% | $80,959-24.6% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.7%-7.7pp |
| Annual return | 9.40% | 18.89%-9.5pp | 29.47%-20.1pp | 35.67%-26.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,563 | $4,121+10.7% | $5,056-9.8% | $4,300+6.1% |
| Admin fee / account holder | $1,089 | $8,048-86.5% | $9,460-88.5% | $6,925-84.3% |