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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 | $55,592 | $73,988-24.9% | $96,538-42.4% | $75,177-26.1% |
| Participation rate | 64.3% | 66.4%-2.1pp | 74.3%-10.1pp | 67.2%-2.9pp |
| Annual return | 12.97% | 26.73%-13.8pp | 35.74%-22.8pp | 160.75%-147.8pp |
| Employer contribution / active EE | $1,582 | $2,930-46.0% | $3,740-57.7% | $2,671-40.8% |
| Participant deferral / active EE | $2,526 | $3,660-31.0% | $4,880-48.2% | $4,126-38.8% |
| Admin fee / account holder | $4,996 | $5,220-4.3% | $6,737-25.9% | $5,651-11.6% |