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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 | $50,409 | $65,364-22.9% | $92,909-45.7% | $72,975-30.9% |
| Participation rate | 64.1% | 68.3%-4.2pp | 76.0%-11.9pp | 69.5%-5.4pp |
| Annual return | 3.04% | 42.11%-39.1pp | 109.44%-106.4pp | 81.01%-78.0pp |
| Employer contribution / active EE | $3,350 | $2,594+29.1% | $3,653-8.3% | $2,440+37.3% |
| Participant deferral / active EE | $5,815 | $3,128+85.9% | $4,238+37.2% | $3,608+61.2% |
| Admin fee / account holder | $2,342 | $4,251-44.9% | $5,795-59.6% | $5,124-54.3% |