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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 | $65,848 | $104,098-36.7% | $140,514-53.1% | $94,015-30.0% |
| Participation rate | 54.5% | 73.7%-19.2pp | 77.8%-23.3pp | 70.8%-16.3pp |
| Annual return | 8.31% | 15.14%-6.8pp | 14.36%-6.0pp | 17.84%-9.5pp |
| Employer contribution / active EE | $1,279 | $2,388-46.4% | $3,378-62.1% | $2,790-54.1% |
| Participant deferral / active EE | $4,881 | $4,033+21.0% | $4,919-0.8% | $4,249+14.9% |
| Admin fee / account holder | $22,244 | $10,439+113.1% | $13,697+62.4% | $8,951+148.5% |