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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 | $56,096 | $93,617-40.1% | $135,982-58.7% | $75,177-25.4% |
| Participation rate | 65.8% | 75.2%-9.4pp | 81.9%-16.1pp | 67.2%-1.4pp |
| Annual return | 6.76% | 30.89%-24.1pp | 68.32%-61.6pp | 160.75%-154.0pp |
| Employer contribution / active EE | $4,050 | $3,538+14.5% | $4,859-16.6% | $2,671+51.6% |
| Participant deferral / active EE | $2,661 | $6,406-58.5% | $7,760-65.7% | $4,126-35.5% |
| Admin fee / account holder | $1,785 | $6,980-74.4% | $10,767-83.4% | $5,651-68.4% |