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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 | $64,238 | $104,098-38.3% | $140,514-54.3% | $94,015-31.7% |
| Participation rate | 64.1% | 73.7%-9.6pp | 77.8%-13.7pp | 70.8%-6.7pp |
| Annual return | 9.77% | 15.14%-5.4pp | 14.36%-4.6pp | 17.84%-8.1pp |
| Employer contribution / active EE | $1,423 | $2,388-40.4% | $3,378-57.9% | $2,790-49.0% |
| Participant deferral / active EE | $3,785 | $4,033-6.2% | $4,919-23.0% | $4,249-10.9% |
| Admin fee / account holder | $5,259 | $10,439-49.6% | $13,697-61.6% | $8,951-41.2% |