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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 | $59,533 | $81,504-27.0% | $102,437-41.9% | $80,959-26.5% |
| Participation rate | 54.3% | 66.9%-12.6pp | 74.5%-20.2pp | 67.7%-13.4pp |
| Annual return | 8.07% | 25.60%-17.5pp | 24.95%-16.9pp | 35.67%-27.6pp |
| Employer contribution / active EE | $4,261 | $3,104+37.3% | $3,871+10.1% | $2,757+54.5% |
| Participant deferral / active EE | $3,265 | $3,871-15.7% | $5,060-35.5% | $4,300-24.1% |
| Admin fee / account holder | $2,245 | $6,719-66.6% | $8,388-73.2% | $6,925-67.6% |