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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 | $54,551 | $76,551-28.7% | $123,894-56.0% | $62,881-13.2% |
| Participation rate | 65.4% | 73.0%-7.6pp | 81.4%-16.0pp | 69.3%-3.9pp |
| Annual return | 4.95% | 18.68%-13.7pp | 47.52%-42.6pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,179 | $2,882-59.1% | $4,617-74.5% | $2,281-48.3% |
| Participant deferral / active EE | $3,784 | $4,840-21.8% | $5,984-36.8% | $3,203+18.1% |
| Admin fee / account holder | $1,785 | $4,826-63.0% | $8,357-78.6% | $4,296-58.4% |