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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 | $64,427 | $112,729-42.8% | $98,716-34.7% | $137,256-53.1% |
| Participation rate | 61.5% | 74.2%-12.7pp | 69.3%-7.8pp | 80.0%-18.4pp |
| Annual return | 9.38% | 38.48%-29.1pp | 31.81%-22.4pp | 220.34%-211.0pp |
| Employer contribution / active EE | $1,647 | $2,725-39.6% | $2,279-27.7% | $4,156-60.4% |
| Participant deferral / active EE | $4,380 | $4,640-5.6% | $4,048+8.2% | $6,407-31.6% |
| Admin fee / account holder | $1,545 | $10,129-84.7% | $8,703-82.2% | $12,270-87.4% |