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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 | $71,181 | $146,267-51.3% | $197,124-63.9% | $82,448-13.7% |
| Participation rate | 60.2% | 84.0%-23.8pp | 86.7%-26.5pp | 68.1%-7.9pp |
| Annual return | 13.07% | 29.61%-16.5pp | 44.34%-31.3pp | 41.64%-28.6pp |
| Employer contribution / active EE | $2,587 | $4,723-45.2% | $6,227-58.5% | $2,551+1.4% |
| Participant deferral / active EE | $3,390 | $7,035-51.8% | $9,135-62.9% | $4,139-18.1% |
| Admin fee / account holder | $3,597 | $14,422-75.1% | $16,298-77.9% | $7,234-50.3% |