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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 | $59,118 | $81,358-27.3% | $155,556-62.0% | $80,959-27.0% |
| Participation rate | 53.1% | 66.3%-13.1pp | 78.2%-25.1pp | 67.7%-14.5pp |
| Annual return | 9.50% | 33.39%-23.9pp | 64.84%-55.3pp | 35.67%-26.2pp |
| Employer contribution / active EE | $525 | $3,106-83.1% | $4,675-88.8% | $2,757-80.9% |
| Participant deferral / active EE | $3,901 | $3,455+12.9% | $5,631-30.7% | $4,300-9.3% |
| Admin fee / account holder | $9,934 | $7,994+24.3% | $15,885-37.5% | $6,925+43.4% |