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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 | $58,560 | $101,950-42.6% | $125,529-53.3% | $86,983-32.7% |
| Participation rate | 67.9% | 70.2%-2.3pp | 74.7%-6.9pp | 69.5%-1.7pp |
| Annual return | 9.79% | 18.29%-8.5pp | 202.56%-192.8pp | 25.83%-16.0pp |
| Employer contribution / active EE | $1,914 | $2,358-18.8% | $3,058-37.4% | $2,584-25.9% |
| Participant deferral / active EE | $2,993 | $3,862-22.5% | $4,813-37.8% | $4,194-28.6% |
| Admin fee / account holder | $5,268 | $12,791-58.8% | $16,298-67.7% | $7,856-32.9% |