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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 | $55,421 | $73,978-25.1% | $96,515-42.6% | $75,173-26.3% |
| Participation rate | 51.6% | 66.4%-14.8pp | 74.3%-22.7pp | 67.2%-15.6pp |
| Annual return | 12.21% | 26.72%-14.5pp | 35.73%-23.5pp | 160.72%-148.5pp |
| Employer contribution / active EE | $2,462 | $2,931-16.0% | $3,740-34.2% | $2,671-7.8% |
| Participant deferral / active EE | $5,015 | $3,660+37.0% | $4,880+2.8% | $4,126+21.6% |
| Admin fee / account holder | $3,479 | $5,219-33.3% | $6,735-48.3% | $5,651-38.4% |