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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 | $66,516 | $73,787-9.9% | $98,716-32.6% | $82,448-19.3% |
| Participation rate | 55.8% | 61.4%-5.6pp | 69.3%-13.5pp | 68.1%-12.3pp |
| Annual return | 9.91% | 18.57%-8.7pp | 31.81%-21.9pp | 41.64%-31.7pp |
| Employer contribution / active EE | $1,667 | $1,511+10.3% | $2,279-26.8% | $2,551-34.6% |
| Participant deferral / active EE | $2,775 | $3,081-9.9% | $4,048-31.4% | $4,139-33.0% |
| Admin fee / account holder | $21,442 | $6,500+229.9% | $8,703+146.4% | $7,234+196.4% |