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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 | $57,261 | $86,940-34.1% | $102,434-44.1% | $80,935-29.3% |
| Participation rate | 67.2% | 72.4%-5.2pp | 76.5%-9.3pp | 67.7%-0.4pp |
| Annual return | 10.20% | 18.89%-8.7pp | 29.46%-19.3pp | 35.66%-25.5pp |
| Employer contribution / active EE | $2,488 | $2,370+5.0% | $3,023-17.7% | $2,757-9.8% |
| Participant deferral / active EE | $3,546 | $4,121-14.0% | $5,055-29.9% | $4,299-17.5% |
| Admin fee / account holder | $11,430 | $8,047+42.0% | $9,462+20.8% | $6,924+65.1% |