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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 | $95,404-42.7% | $113,397-51.8% | $82,637-33.9% |
| Participation rate | 68.1% | 72.8%-4.7pp | 76.5%-8.4pp | 68.1%0pp |
| Annual return | 9.67% | 19.08%-9.4pp | 23.20%-13.5pp | 53.51%-43.8pp |
| Employer contribution / active EE | $1,724 | $2,307-25.3% | $2,977-42.1% | $2,552-32.4% |
| Participant deferral / active EE | $4,616 | $4,220+9.4% | $5,076-9.1% | $4,126+11.9% |
| Admin fee / account holder | $3,315 | $9,168-63.8% | $11,957-72.3% | $7,339-54.8% |