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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 | $54,780 | $95,453-42.6% | $112,040-51.1% | $82,448-33.6% |
| Participation rate | 64.0% | 72.8%-8.8pp | 76.5%-12.5pp | 68.1%-4.1pp |
| Annual return | 11.92% | 23.92%-12.0pp | 24.52%-12.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,366 | $2,318-41.1% | $2,954-53.7% | $2,551-46.4% |
| Participant deferral / active EE | $5,056 | $4,224+19.7% | $5,098-0.8% | $4,139+22.1% |
| Admin fee / account holder | $18,320 | $9,013+103.3% | $12,098+51.4% | $7,234+153.2% |