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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 | $101,798-36.6% | $165,071-60.9% | $80,935-20.3% |
| Participation rate | 59.5% | 71.8%-12.4pp | 78.6%-19.2pp | 67.7%-8.2pp |
| Annual return | 8.94% | 16.73%-7.8pp | 70.17%-61.2pp | 35.66%-26.7pp |
| Employer contribution / active EE | $1,766 | $2,954-40.2% | $4,347-59.4% | $2,757-36.0% |
| Participant deferral / active EE | $3,605 | $4,476-19.5% | $6,035-40.3% | $4,299-16.2% |
| Admin fee / account holder | $1,796 | $8,221-78.1% | $12,695-85.8% | $6,924-74.1% |