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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 | $58,249 | $76,551-23.9% | $123,894-53.0% | $62,881-7.4% |
| Participation rate | 69.4% | 73.0%-3.5pp | 81.4%-12.0pp | 69.3%+0.1pp |
| Annual return | 5.76% | 18.68%-12.9pp | 47.52%-41.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,156 | $2,882-59.9% | $4,617-75.0% | $2,281-49.3% |
| Participant deferral / active EE | $5,530 | $4,840+14.3% | $5,984-7.6% | $3,203+72.6% |
| Admin fee / account holder | $541 | $4,826-88.8% | $8,357-93.5% | $4,296-87.4% |