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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 | $64,496 | $101,778-36.6% | $164,975-60.9% | $80,925-20.3% |
| Participation rate | 59.5% | 71.8%-12.4pp | 78.6%-19.2pp | 67.7%-8.2pp |
| Annual return | 8.94% | 16.73%-7.8pp | 70.12%-61.2pp | 35.65%-26.7pp |
| Employer contribution / active EE | $1,766 | $2,954-40.2% | $4,343-59.3% | $2,756-35.9% |
| Participant deferral / active EE | $3,605 | $4,477-19.5% | $6,033-40.3% | $4,299-16.1% |
| Admin fee / account holder | $1,796 | $8,221-78.1% | $12,688-85.8% | $6,940-74.1% |