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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 | $63,243 | $87,132-27.4% | $105,624-40.1% | $80,959-21.9% |
| Participation rate | 58.9% | 70.4%-11.5pp | 75.3%-16.3pp | 67.7%-8.7pp |
| Annual return | 9.69% | 17.03%-7.3pp | 116.20%-106.5pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,137 | $2,397-52.6% | $3,168-64.1% | $2,757-58.8% |
| Participant deferral / active EE | $1,966 | $3,985-50.7% | $5,013-60.8% | $4,300-54.3% |
| Admin fee / account holder | $2,777 | $8,449-67.1% | $10,961-74.7% | $6,925-59.9% |