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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 | $54,646 | $104,098-47.5% | $140,514-61.1% | $94,015-41.9% |
| Participation rate | 68.1% | 73.7%-5.6pp | 77.8%-9.7pp | 70.8%-2.7pp |
| Annual return | 9.67% | 15.14%-5.5pp | 14.36%-4.7pp | 17.84%-8.2pp |
| Employer contribution / active EE | $1,724 | $2,388-27.8% | $3,378-49.0% | $2,790-38.2% |
| Participant deferral / active EE | $4,616 | $4,033+14.5% | $4,919-6.1% | $4,249+8.6% |
| Admin fee / account holder | $3,315 | $10,439-68.2% | $13,697-75.8% | $8,951-63.0% |