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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 | $63,898 | $106,864-40.2% | $147,318-56.6% | $82,637-22.7% |
| Participation rate | 59.6% | 75.5%-15.9pp | 82.1%-22.4pp | 68.1%-8.4pp |
| Annual return | 13.82% | 27.49%-13.7pp | 70.43%-56.6pp | 53.51%-39.7pp |
| Employer contribution / active EE | $4,524 | $3,417+32.4% | $4,593-1.5% | $2,552+77.3% |
| Participant deferral / active EE | $4,223 | $6,496-35.0% | $7,906-46.6% | $4,126+2.3% |
| Admin fee / account holder | $4,266 | $8,415-49.3% | $13,708-68.9% | $7,339-41.9% |