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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 | $58,335 | $106,749-45.4% | $145,433-59.9% | $82,448-29.2% |
| Participation rate | 56.7% | 75.6%-19.0pp | 82.1%-25.5pp | 68.1%-11.4pp |
| Annual return | 12.26% | 27.59%-15.3pp | 66.58%-54.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $2,061 | $3,444-40.2% | $4,554-54.7% | $2,551-19.2% |
| Participant deferral / active EE | $4,451 | $6,519-31.7% | $7,897-43.6% | $4,139+7.5% |
| Admin fee / account holder | $2,351 | $8,390-72.0% | $13,129-82.1% | $7,234-67.5% |