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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 | $52,309 | $106,864-51.1% | $147,318-64.5% | $82,637-36.7% |
| Participation rate | 68.3% | 75.5%-7.2pp | 82.1%-13.8pp | 68.1%+0.2pp |
| Annual return | 13.77% | 27.49%-13.7pp | 70.43%-56.7pp | 53.51%-39.7pp |
| Employer contribution / active EE | $1,622 | $3,417-52.5% | $4,593-64.7% | $2,552-36.4% |
| Participant deferral / active EE | $3,995 | $6,496-38.5% | $7,906-49.5% | $4,126-3.2% |
| Admin fee / account holder | $596 | $8,415-92.9% | $13,708-95.6% | $7,339-91.9% |