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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 | $51,731 | $77,523-33.3% | $100,383-48.5% | $80,874-36.0% |
| Participation rate | 63.2% | 77.0%-13.8pp | 81.5%-18.3pp | 67.6%-4.5pp |
| Annual return | 12.29% | 37.21%-24.9pp | 49.26%-37.0pp | 35.62%-23.3pp |
| Employer contribution / active EE | $1,604 | $2,801-42.7% | $3,944-59.3% | $2,756-41.8% |
| Participant deferral / active EE | $3,156 | $6,822-53.7% | $8,086-61.0% | $4,297-26.6% |
| Admin fee / account holder | $2,342 | $5,899-60.3% | $7,900-70.3% | $6,935-66.2% |