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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 | $95,404-35.2% | $113,397-45.5% | $82,637-25.2% |
| Participation rate | 63.0% | 72.8%-9.9pp | 76.5%-13.5pp | 68.1%-5.1pp |
| Annual return | 10.48% | 19.08%-8.6pp | 23.20%-12.7pp | 53.51%-43.0pp |
| Employer contribution / active EE | $1,145 | $2,307-50.4% | $2,977-61.5% | $2,552-55.1% |
| Participant deferral / active EE | $3,395 | $4,220-19.5% | $5,076-33.1% | $4,126-17.7% |
| Admin fee / account holder | $2,323 | $9,168-74.7% | $11,957-80.6% | $7,339-68.3% |