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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 | $53,399 | $76,407-30.1% | $150,298-64.5% | $82,448-35.2% |
| Participation rate | 57.1% | 66.4%-9.3pp | 77.8%-20.6pp | 68.1%-10.9pp |
| Annual return | 12.83% | 39.99%-27.2pp | 62.79%-50.0pp | 41.64%-28.8pp |
| Employer contribution / active EE | $2,089 | $2,614-20.1% | $4,154-49.7% | $2,551-18.1% |
| Participant deferral / active EE | $4,280 | $3,214+33.1% | $5,453-21.5% | $4,139+3.4% |
| Admin fee / account holder | $5,521 | $6,352-13.1% | $14,116-60.9% | $7,234-23.7% |