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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 | $51,385 | $90,400-43.2% | $186,193-72.4% | $87,485-41.3% |
| Participation rate | 65.6% | 66.2%-0.6pp | 77.1%-11.5pp | 68.9%-3.4pp |
| Annual return | 12.57% | 22.15%-9.6pp | 78.03%-65.5pp | 26.06%-13.5pp |
| Employer contribution / active EE | $1,421 | $2,170-34.5% | $3,918-63.7% | $2,596-45.3% |
| Participant deferral / active EE | $3,959 | $4,330-8.6% | $6,513-39.2% | $4,274-7.4% |
| Admin fee / account holder | $7,993 | $8,673-7.8% | $11,058-27.7% | $7,775+2.8% |