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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 | $61,852 | $95,453-35.2% | $112,040-44.8% | $82,448-25.0% |
| Participation rate | 63.0% | 72.8%-9.8pp | 76.5%-13.5pp | 68.1%-5.1pp |
| Annual return | 10.48% | 23.92%-13.4pp | 24.52%-14.0pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,145 | $2,318-50.6% | $2,954-61.2% | $2,551-55.1% |
| Participant deferral / active EE | $3,395 | $4,224-19.6% | $5,098-33.4% | $4,139-18.0% |
| Admin fee / account holder | $2,323 | $9,013-74.2% | $12,098-80.8% | $7,234-67.9% |