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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 | $59,837 | $86,298-30.7% | $111,308-46.2% | $85,847-30.3% |
| Participation rate | 61.8% | 73.3%-11.5pp | 77.3%-15.5pp | 69.3%-7.5pp |
| Annual return | 10.47% | 19.99%-9.5pp | 54.67%-44.2pp | 318.61%-308.1pp |
| Employer contribution / active EE | $1,976 | $2,044-3.3% | $2,732-27.7% | $2,565-23.0% |
| Participant deferral / active EE | $4,391 | $3,641+20.6% | $4,487-2.2% | $3,952+11.1% |
| Admin fee / account holder | $10,525 | $8,189+28.5% | $7,965+32.1% | $6,261+68.1% |