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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 | $60,435 | $43,749+38.1% | $158,223-61.8% | $65,306-7.5% |
| Participation rate | 47.0% | 56.9%-9.9pp | 79.2%-32.2pp | 57.7%-10.7pp |
| Annual return | 9.74% | 19.41%-9.7pp | 52.09%-42.4pp | 21.94%-12.2pp |
| Employer contribution / active EE | $3,040 | $1,497+103.0% | $4,109-26.0% | $1,967+54.5% |
| Participant deferral / active EE | $2,155 | $2,019+6.7% | $5,467-60.6% | $2,959-27.2% |
| Admin fee / account holder | $5,031 | $1,930+160.6% | $16,047-68.6% | $3,480+44.6% |