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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 | $62,662 | $53,774+16.5% | $134,162-53.3% | $79,856-21.5% |
| Participation rate | 50.7% | 58.8%-8.0pp | 72.2%-21.4pp | 69.6%-18.9pp |
| Annual return | 9.13% | 19.01%-9.9pp | 36.35%-27.2pp | 31.71%-22.6pp |
| Employer contribution / active EE | $1,361 | $1,322+3.0% | $3,705-63.3% | $2,471-44.9% |
| Participant deferral / active EE | $2,236 | $2,420-7.6% | $3,500-36.1% | $3,741-40.2% |
| Admin fee / account holder | $3,324 | $3,985-16.6% | $6,685-50.3% | $5,306-37.4% |