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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 | $57,978 | $77,358-25.1% | $102,184-43.3% | $87,485-33.7% |
| Participation rate | 61.5% | 78.7%-17.2pp | 82.6%-21.1pp | 68.9%-7.5pp |
| Annual return | 13.09% | 41.11%-28.0pp | 31.58%-18.5pp | 26.06%-13.0pp |
| Employer contribution / active EE | $2,245 | $2,562-12.4% | $3,594-37.5% | $2,596-13.5% |
| Participant deferral / active EE | $5,124 | $6,753-24.1% | $8,309-38.3% | $4,274+19.9% |
| Admin fee / account holder | $11,220 | $6,809+64.8% | $11,609-3.3% | $7,775+44.3% |