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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 | $62,427 | $72,269-13.6% | $101,271-38.4% | $79,852-21.8% |
| Participation rate | 66.7% | 68.5%-1.8pp | 75.8%-9.1pp | 69.6%-3.0pp |
| Annual return | 10.05% | 22.29%-12.2pp | 46.48%-36.4pp | 31.72%-21.7pp |
| Employer contribution / active EE | $1,297 | $2,692-51.8% | $3,660-64.6% | $2,471-47.5% |
| Participant deferral / active EE | $2,777 | $3,282-15.4% | $4,371-36.5% | $3,740-25.8% |
| Admin fee / account holder | $3,908 | $4,401-11.2% | $5,948-34.3% | $5,306-26.3% |