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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 | $51,720 | $86,949-40.5% | $102,460-49.5% | $80,959-36.1% |
| Participation rate | 62.5% | 72.4%-9.9pp | 76.5%-14.0pp | 67.7%-5.2pp |
| Annual return | 7.77% | 18.89%-11.1pp | 29.47%-21.7pp | 35.67%-27.9pp |
| Employer contribution / active EE | $955 | $2,370-59.7% | $3,025-68.4% | $2,757-65.3% |
| Participant deferral / active EE | $4,582 | $4,121+11.2% | $5,056-9.4% | $4,300+6.5% |
| Admin fee / account holder | $7,384 | $8,048-8.3% | $9,460-21.9% | $6,925+6.6% |