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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 | $56,182 | $93,617-40.0% | $135,982-58.7% | $75,177-25.3% |
| Participation rate | 68.8% | 75.2%-6.4pp | 81.9%-13.1pp | 67.2%+1.6pp |
| Annual return | 13.31% | 30.89%-17.6pp | 68.32%-55.0pp | 160.75%-147.4pp |
| Employer contribution / active EE | $1,749 | $3,538-50.6% | $4,859-64.0% | $2,671-34.5% |
| Participant deferral / active EE | $2,976 | $6,406-53.5% | $7,760-61.6% | $4,126-27.9% |
| Admin fee / account holder | $7,398 | $6,980+6.0% | $10,767-31.3% | $5,651+30.9% |