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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 | $60,501 | $106,749-43.3% | $145,433-58.4% | $82,448-26.6% |
| Participation rate | 47.9% | 75.6%-27.8pp | 82.1%-34.2pp | 68.1%-20.2pp |
| Annual return | 14.01% | 27.59%-13.6pp | 66.58%-52.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $3,063 | $3,444-11.1% | $4,554-32.7% | $2,551+20.1% |
| Participant deferral / active EE | $2,485 | $6,519-61.9% | $7,897-68.5% | $4,139-40.0% |
| Admin fee / account holder | $3,248 | $8,390-61.3% | $13,129-75.3% | $7,234-55.1% |