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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 | $58,026 | $75,541-23.2% | $152,093-61.8% | $82,637-29.8% |
| Participation rate | 62.3% | 66.5%-4.3pp | 77.8%-15.5pp | 68.1%-5.8pp |
| Annual return | 10.27% | 32.56%-22.3pp | 66.36%-56.1pp | 53.51%-43.2pp |
| Employer contribution / active EE | $4,147 | $2,622+58.1% | $4,175-0.7% | $2,552+62.5% |
| Participant deferral / active EE | $5,896 | $3,206+83.9% | $5,451+8.2% | $4,126+42.9% |
| Admin fee / account holder | $3,106 | $6,405-51.5% | $14,497-78.6% | $7,339-57.7% |