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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 | $57,771 | $106,749-45.9% | $145,433-60.3% | $82,448-29.9% |
| Participation rate | 58.2% | 75.6%-17.5pp | 82.1%-23.9pp | 68.1%-9.9pp |
| Annual return | 11.40% | 27.59%-16.2pp | 66.58%-55.2pp | 41.64%-30.2pp |
| Employer contribution / active EE | $2,350 | $3,444-31.8% | $4,554-48.4% | $2,551-7.9% |
| Participant deferral / active EE | $5,050 | $6,519-22.5% | $7,897-36.1% | $4,139+22.0% |
| Admin fee / account holder | $4,119 | $8,390-50.9% | $13,129-68.6% | $7,234-43.1% |