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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 | $53,012 | $97,289-45.5% | $92,805-42.9% | $155,188-65.8% |
| Participation rate | 60.0% | 84.2%-24.2pp | 83.5%-23.5pp | 80.8%-20.8pp |
| Annual return | 9.84% | 29.03%-19.2pp | 31.59%-21.7pp | 148.84%-139.0pp |
| Employer contribution / active EE | $1,917 | $3,632-47.2% | $3,424-44.0% | $4,248-54.9% |
| Participant deferral / active EE | $5,462 | $8,795-37.9% | $8,448-35.3% | $6,531-16.4% |
| Admin fee / account holder | $11,135 | $12,015-7.3% | $10,911+2.1% | $14,480-23.1% |