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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 | $61,159 | $106,524-42.6% | $152,301-59.8% | $87,485-30.1% |
| Participation rate | 67.6% | 75.8%-8.1pp | 82.4%-14.8pp | 68.9%-1.3pp |
| Annual return | 7.46% | 26.89%-19.4pp | 80.50%-73.0pp | 26.06%-18.6pp |
| Employer contribution / active EE | $4,718 | $3,371+40.0% | $4,624+2.0% | $2,596+81.7% |
| Participant deferral / active EE | $10,595 | $6,525+62.4% | $8,004+32.4% | $4,274+147.9% |
| Admin fee / account holder | $13,341 | $8,287+61.0% | $14,398-7.3% | $7,775+71.6% |