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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 | $78,894 | $87,037-9.4% | $106,201-25.7% | $80,874-2.4% |
| Participation rate | 64.0% | 70.4%-6.4pp | 75.3%-11.3pp | 67.6%-3.6pp |
| Annual return | 9.54% | 17.05%-7.5pp | 116.26%-106.7pp | 35.62%-26.1pp |
| Employer contribution / active EE | $1,805 | $2,396-24.7% | $3,170-43.1% | $2,756-34.5% |
| Participant deferral / active EE | $5,907 | $3,986+48.2% | $5,012+17.9% | $4,297+37.5% |
| Admin fee / account holder | $786 | $8,434-90.7% | $11,039-92.9% | $6,935-88.7% |