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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 | $89,037 | $138,393-35.7% | $184,256-51.7% | $80,959+10.0% |
| Participation rate | 63.0% | 83.9%-20.9pp | 86.8%-23.9pp | 67.7%-4.7pp |
| Annual return | 4.99% | 20.01%-15.0pp | 28.85%-23.9pp | 35.67%-30.7pp |
| Employer contribution / active EE | $1,613 | $4,847-66.7% | $6,427-74.9% | $2,757-41.5% |
| Participant deferral / active EE | $3,363 | $7,076-52.5% | $9,133-63.2% | $4,300-21.8% |
| Admin fee / account holder | $3,918 | $10,489-62.6% | $13,899-71.8% | $6,925-43.4% |