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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 | $61,137 | $89,370-31.6% | $141,197-56.7% | $72,976-16.2% |
| Participation rate | 22.2% | 75.1%-52.9pp | 82.5%-60.3pp | 69.5%-47.3pp |
| Annual return | 18.19% | 111.88%-93.7pp | 71.41%-53.2pp | 81.02%-62.8pp |
| Employer contribution / active EE | $3,081 | $3,115-1.1% | $4,736-35.0% | $2,440+26.3% |
| Participant deferral / active EE | $5,757 | $5,419+6.2% | $6,710-14.2% | $3,608+59.6% |
| Admin fee / account holder | $4,459 | $5,957-25.1% | $10,265-56.6% | $5,124-13.0% |