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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 | $54,997 | $88,672-38.0% | $105,223-47.7% | $82,448-33.3% |
| Participation rate | 61.4% | 67.9%-6.6pp | 75.0%-13.7pp | 68.1%-6.7pp |
| Annual return | 9.82% | 30.86%-21.0pp | 180.65%-170.8pp | 41.64%-31.8pp |
| Employer contribution / active EE | $1,812 | $3,048-40.5% | $3,689-50.9% | $2,551-29.0% |
| Participant deferral / active EE | $3,758 | $4,036-6.9% | $5,072-25.9% | $4,139-9.2% |
| Admin fee / account holder | $7,700 | $7,146+7.8% | $8,859-13.1% | $7,234+6.4% |