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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 | $61,151 | $78,015-21.6% | $178,505-65.7% | $80,959-24.5% |
| Participation rate | 57.7% | 65.7%-8.0pp | 77.1%-19.4pp | 67.7%-10.0pp |
| Annual return | 9.75% | 18.10%-8.4pp | 27.16%-17.4pp | 35.67%-25.9pp |
| Employer contribution / active EE | $2,102 | $2,281-7.9% | $3,955-46.9% | $2,757-23.8% |
| Participant deferral / active EE | $3,818 | $4,406-13.3% | $6,280-39.2% | $4,300-11.2% |
| Admin fee / account holder | $5,132 | $7,160-28.3% | $10,428-50.8% | $6,925-25.9% |