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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 | $56,075 | $106,864-47.5% | $147,318-61.9% | $82,637-32.1% |
| Participation rate | 40.7% | 75.5%-34.8pp | 82.1%-41.3pp | 68.1%-27.3pp |
| Annual return | 11.60% | 27.49%-15.9pp | 70.43%-58.8pp | 53.51%-41.9pp |
| Employer contribution / active EE | $1,967 | $3,417-42.4% | $4,593-57.2% | $2,552-22.9% |
| Participant deferral / active EE | $5,364 | $6,496-17.4% | $7,906-32.2% | $4,126+30.0% |
| Admin fee / account holder | $9,171 | $8,415+9.0% | $13,708-33.1% | $7,339+25.0% |