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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 | $57,463 | $80,992-29.1% | $96,534-40.5% | $75,173-23.6% |
| Participation rate | 61.6% | 71.8%-10.2pp | 76.0%-14.4pp | 67.2%-5.6pp |
| Annual return | 12.69% | 27.05%-14.4pp | 25.88%-13.2pp | 160.72%-148.0pp |
| Employer contribution / active EE | $1,952 | $2,283-14.5% | $2,965-34.2% | $2,671-26.9% |
| Participant deferral / active EE | $3,743 | $3,929-4.7% | $4,851-22.8% | $4,126-9.3% |
| Admin fee / account holder | $12,990 | $6,717+93.4% | $8,253+57.4% | $5,651+129.9% |