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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 | $76,407-24.1% | $150,298-61.4% | $82,448-29.6% |
| Participation rate | 62.3% | 66.4%-4.1pp | 77.8%-15.5pp | 68.1%-5.8pp |
| Annual return | 10.27% | 39.99%-29.7pp | 62.79%-52.5pp | 41.64%-31.4pp |
| Employer contribution / active EE | $4,147 | $2,614+58.6% | $4,154-0.2% | $2,551+62.6% |
| Participant deferral / active EE | $5,896 | $3,214+83.4% | $5,453+8.1% | $4,139+42.4% |
| Admin fee / account holder | $3,106 | $6,352-51.1% | $14,116-78.0% | $7,234-57.1% |