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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 | $60,585 | $64,359-5.9% | $90,161-32.8% | $70,124-13.6% |
| Participation rate | 54.2% | 70.4%-16.2pp | 76.9%-22.6pp | 69.5%-15.3pp |
| Annual return | 14.01% | 28.13%-14.1pp | 34.89%-20.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,492 | $2,046-27.1% | $3,318-55.0% | $2,342-36.3% |
| Participant deferral / active EE | $3,359 | $4,389-23.5% | $5,287-36.5% | $3,332+0.8% |
| Admin fee / account holder | $4,060 | $3,945+2.9% | $5,943-31.7% | $4,645-12.6% |