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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 | $56,020 | $115,931-51.7% | $185,441-69.8% | $86,983-35.6% |
| Participation rate | 69.2% | 73.6%-4.4pp | 80.3%-11.0pp | 69.5%-0.3pp |
| Annual return | 10.60% | 21.47%-10.9pp | 20.16%-9.6pp | 25.83%-15.2pp |
| Employer contribution / active EE | $1,458 | $2,937-50.4% | $4,672-68.8% | $2,584-43.6% |
| Participant deferral / active EE | $4,565 | $4,551+0.3% | $6,152-25.8% | $4,194+8.9% |
| Admin fee / account holder | $682 | $10,687-93.6% | $17,890-96.2% | $7,856-91.3% |