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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 | $71,039 | $81,504-12.8% | $102,437-30.7% | $80,959-12.3% |
| Participation rate | 60.0% | 66.9%-6.9pp | 74.5%-14.5pp | 67.7%-7.7pp |
| Annual return | 10.32% | 25.60%-15.3pp | 24.95%-14.6pp | 35.67%-25.4pp |
| Employer contribution / active EE | $1,949 | $3,104-37.2% | $3,871-49.6% | $2,757-29.3% |
| Participant deferral / active EE | $4,226 | $3,871+9.2% | $5,060-16.5% | $4,300-1.7% |
| Admin fee / account holder | $433 | $6,719-93.6% | $8,388-94.8% | $6,925-93.7% |