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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 | $51,777 | $81,504-36.5% | $102,437-49.5% | $80,959-36.0% |
| Participation rate | 64.1% | 66.9%-2.7pp | 74.5%-10.4pp | 67.7%-3.6pp |
| Annual return | 10.09% | 25.60%-15.5pp | 24.95%-14.9pp | 35.67%-25.6pp |
| Employer contribution / active EE | $2,541 | $3,104-18.1% | $3,871-34.3% | $2,757-7.8% |
| Participant deferral / active EE | $5,560 | $3,871+43.6% | $5,060+9.9% | $4,300+29.3% |
| Admin fee / account holder | $5,771 | $6,719-14.1% | $8,388-31.2% | $6,925-16.7% |