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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 | $63,194 | $124,980-49.4% | $108,359-41.7% | $154,746-59.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 5.86% | 45.00%-39.1pp | 36.89%-31.0pp | 172.34%-166.5pp |
| Employer contribution / active EE | $3,405 | $2,851+19.5% | $2,399+41.9% | $4,379-22.2% |
| Participant deferral / active EE | $7,775 | $4,743+63.9% | $4,137+87.9% | $6,730+15.5% |
| Admin fee / account holder | $547 | $11,502-95.2% | $9,741-94.4% | $14,365-96.2% |