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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 | $64,223 | $76,834-16.4% | $108,359-40.7% | $87,485-26.6% |
| Participation rate | 55.0% | 61.7%-6.7pp | 70.1%-15.1pp | 68.9%-13.9pp |
| Annual return | 10.22% | 19.09%-8.9pp | 36.89%-26.7pp | 26.06%-15.8pp |
| Employer contribution / active EE | $1,430 | $1,556-8.1% | $2,399-40.4% | $2,596-44.9% |
| Participant deferral / active EE | $3,573 | $3,100+15.3% | $4,137-13.6% | $4,274-16.4% |
| Admin fee / account holder | $3,235 | $6,537-50.5% | $9,741-66.8% | $7,775-58.4% |