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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 | $65,215 | $96,731-32.6% | $123,973-47.4% | $86,983-25.0% |
| Participation rate | 51.9% | 70.0%-18.2pp | 76.7%-24.8pp | 69.5%-17.7pp |
| Annual return | 3.60% | 17.33%-13.7pp | 388.13%-384.5pp | 25.83%-22.2pp |
| Employer contribution / active EE | $2,817 | $3,297-14.6% | $4,126-31.7% | $2,584+9.0% |
| Participant deferral / active EE | $4,735 | $4,152+14.0% | $5,247-9.8% | $4,194+12.9% |
| Admin fee / account holder | $5,947 | $8,722-31.8% | $11,799-49.6% | $7,856-24.3% |