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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 | $56,570 | $95,404-40.7% | $113,397-50.1% | $82,637-31.5% |
| Participation rate | 59.7% | 72.8%-13.1pp | 76.5%-16.8pp | 68.1%-8.3pp |
| Annual return | 10.54% | 19.08%-8.5pp | 23.20%-12.7pp | 53.51%-43.0pp |
| Employer contribution / active EE | $1,131 | $2,307-51.0% | $2,977-62.0% | $2,552-55.7% |
| Participant deferral / active EE | $3,137 | $4,220-25.7% | $5,076-38.2% | $4,126-24.0% |
| Admin fee / account holder | $8,627 | $9,168-5.9% | $11,957-27.8% | $7,339+17.6% |