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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 | $63,714 | $106,524-40.2% | $152,301-58.2% | $87,485-27.2% |
| Participation rate | 46.7% | 75.8%-29.1pp | 82.4%-35.8pp | 68.9%-22.3pp |
| Annual return | 13.05% | 26.89%-13.8pp | 80.50%-67.5pp | 26.06%-13.0pp |
| Employer contribution / active EE | $1,667 | $3,371-50.6% | $4,624-64.0% | $2,596-35.8% |
| Participant deferral / active EE | $4,914 | $6,525-24.7% | $8,004-38.6% | $4,274+15.0% |
| Admin fee / account holder | $10,400 | $8,287+25.5% | $14,398-27.8% | $7,775+33.8% |