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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 | $56,647 | $65,364-13.3% | $92,909-39.0% | $72,975-22.4% |
| Participation rate | 64.3% | 68.3%-4.0pp | 76.0%-11.7pp | 69.5%-5.2pp |
| Annual return | 15.81% | 42.11%-26.3pp | 109.44%-93.6pp | 81.01%-65.2pp |
| Employer contribution / active EE | $1,281 | $2,594-50.6% | $3,653-64.9% | $2,440-47.5% |
| Participant deferral / active EE | $3,812 | $3,128+21.9% | $4,238-10.0% | $3,608+5.7% |
| Admin fee / account holder | $14,586 | $4,251+243.1% | $5,795+151.7% | $5,124+184.7% |