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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 | $56,480 | $86,949-35.0% | $102,460-44.9% | $80,959-30.2% |
| Participation rate | 61.5% | 72.4%-10.8pp | 76.5%-15.0pp | 67.7%-6.1pp |
| Annual return | 9.01% | 18.89%-9.9pp | 29.47%-20.5pp | 35.67%-26.7pp |
| Employer contribution / active EE | $1,489 | $2,370-37.1% | $3,025-50.8% | $2,757-46.0% |
| Participant deferral / active EE | $4,204 | $4,121+2.0% | $5,056-16.9% | $4,300-2.2% |
| Admin fee / account holder | $1,208 | $8,048-85.0% | $9,460-87.2% | $6,925-82.6% |