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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 | $56,703 | $101,778-44.3% | $164,975-65.6% | $80,925-29.9% |
| Participation rate | 66.2% | 71.8%-5.7pp | 78.6%-12.5pp | 67.7%-1.5pp |
| Annual return | 10.13% | 16.73%-6.6pp | 70.12%-60.0pp | 35.65%-25.5pp |
| Employer contribution / active EE | $1,548 | $2,954-47.6% | $4,343-64.4% | $2,756-43.9% |
| Participant deferral / active EE | $3,325 | $4,477-25.7% | $6,033-44.9% | $4,299-22.7% |
| Admin fee / account holder | $1,906 | $8,221-76.8% | $12,688-85.0% | $6,940-72.5% |