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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 | $51,783 | $72,273-28.3% | $101,275-48.9% | $79,856-35.2% |
| Participation rate | 67.2% | 68.5%-1.2pp | 75.8%-8.6pp | 69.6%-2.4pp |
| Annual return | 4.56% | 22.30%-17.7pp | 46.48%-41.9pp | 31.71%-27.2pp |
| Employer contribution / active EE | $2,000 | $2,691-25.7% | $3,660-45.4% | $2,471-19.1% |
| Participant deferral / active EE | $3,611 | $3,282+10.0% | $4,371-17.4% | $3,741-3.5% |
| Admin fee / account holder | $1,042 | $4,401-76.3% | $5,948-82.5% | $5,306-80.4% |