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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 | $59,937 | $100,194-40.2% | $122,979-51.3% | $86,983-31.1% |
| Participation rate | 58.1% | 73.0%-14.9pp | 77.2%-19.1pp | 69.5%-11.5pp |
| Annual return | 11.04% | 16.47%-5.4pp | 20.12%-9.1pp | 25.83%-14.8pp |
| Employer contribution / active EE | $2,102 | $2,326-9.6% | $3,062-31.4% | $2,584-18.7% |
| Participant deferral / active EE | $2,579 | $4,133-37.6% | $5,003-48.5% | $4,194-38.5% |
| Admin fee / account holder | $10,831 | $10,148+6.7% | $12,864-15.8% | $7,856+37.9% |