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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 | $62,470 | $72,269-13.6% | $101,271-38.3% | $79,852-21.8% |
| Participation rate | 61.3% | 68.5%-7.2pp | 75.8%-14.5pp | 69.6%-8.3pp |
| Annual return | 2.66% | 22.29%-19.6pp | 46.48%-43.8pp | 31.72%-29.1pp |
| Employer contribution / active EE | $1,720 | $2,692-36.1% | $3,660-53.0% | $2,471-30.4% |
| Participant deferral / active EE | $4,151 | $3,282+26.5% | $4,371-5.0% | $3,740+11.0% |
| Admin fee / account holder | $2,408 | $4,401-45.3% | $5,948-59.5% | $5,306-54.6% |