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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 | $84,198 | $123,478-31.8% | $216,567-61.1% | $94,015-10.4% |
| Participation rate | 57.9% | 75.1%-17.2pp | 81.6%-23.7pp | 70.8%-12.9pp |
| Annual return | 9.16% | 23.61%-14.4pp | 12.94%-3.8pp | 17.84%-8.7pp |
| Employer contribution / active EE | $1,718 | $3,136-45.2% | $5,216-67.1% | $2,790-38.4% |
| Participant deferral / active EE | $5,070 | $4,556+11.3% | $6,191-18.1% | $4,249+19.3% |
| Admin fee / account holder | $2,772 | $12,753-78.3% | $21,981-87.4% | $8,951-69.0% |