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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 | $84,953-39.5% | $163,379-68.5% | $82,637-37.8% |
| Participation rate | 65.6% | 65.9%-0.4pp | 76.8%-11.2pp | 68.1%-2.5pp |
| Annual return | 12.57% | 23.07%-10.5pp | 63.41%-50.8pp | 53.51%-40.9pp |
| Employer contribution / active EE | $1,421 | $2,183-34.9% | $3,752-62.1% | $2,552-44.3% |
| Participant deferral / active EE | $3,959 | $4,326-8.5% | $6,282-37.0% | $4,126-4.0% |
| Admin fee / account holder | $7,993 | $7,921+0.9% | $9,818-18.6% | $7,339+8.9% |