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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 | $54,001 | $72,273-25.3% | $101,275-46.7% | $79,856-32.4% |
| Participation rate | 58.6% | 68.5%-9.8pp | 75.8%-17.2pp | 69.6%-11.0pp |
| Annual return | 5.62% | 22.30%-16.7pp | 46.48%-40.9pp | 31.71%-26.1pp |
| Employer contribution / active EE | $1,349 | $2,691-49.9% | $3,660-63.1% | $2,471-45.4% |
| Participant deferral / active EE | $4,866 | $3,282+48.3% | $4,371+11.3% | $3,741+30.1% |
| Admin fee / account holder | $4,105 | $4,401-6.7% | $5,948-31.0% | $5,306-22.6% |