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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 | $63,188 | $54,763+15.4% | $90,324-30.0% | $72,976-13.4% |
| Participation rate | 32.1% | 65.2%-33.0pp | 73.3%-41.1pp | 69.5%-37.3pp |
| Annual return | 5.62% | 30.63%-25.0pp | 78.15%-72.5pp | 81.02%-75.4pp |
| Employer contribution / active EE | $1,182 | $2,093-43.5% | $2,856-58.6% | $2,440-51.5% |
| Participant deferral / active EE | $2,586 | $2,887-10.4% | $3,885-33.5% | $3,608-28.3% |
| Admin fee / account holder | $2,469 | $3,973-37.9% | $5,356-53.9% | $5,124-51.8% |