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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 | $65,288 | $82,882-21.2% | $127,803-48.9% | $72,975-10.5% |
| Participation rate | 44.0% | 71.5%-27.5pp | 79.0%-35.0pp | 69.5%-25.5pp |
| Annual return | 12.72% | 32.20%-19.5pp | 26.14%-13.4pp | 81.01%-68.3pp |
| Employer contribution / active EE | $1,544 | $3,346-53.9% | $4,576-66.3% | $2,440-36.7% |
| Participant deferral / active EE | $2,451 | $4,791-48.8% | $6,023-59.3% | $3,608-32.1% |
| Admin fee / account holder | $5,833 | $6,487-10.1% | $9,399-37.9% | $5,124+13.8% |