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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 | $87,059-9.4% | $105,608-25.3% | $80,925-2.5% |
| Participation rate | 64.0% | 70.4%-6.4pp | 75.3%-11.3pp | 67.7%-3.7pp |
| Annual return | 9.54% | 17.05%-7.5pp | 116.50%-107.0pp | 35.65%-26.1pp |
| Employer contribution / active EE | $1,805 | $2,396-24.7% | $3,167-43.0% | $2,756-34.5% |
| Participant deferral / active EE | $5,907 | $3,986+48.2% | $5,010+17.9% | $4,299+37.4% |
| Admin fee / account holder | $786 | $8,443-90.7% | $11,028-92.9% | $6,940-88.7% |