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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 | $76,307 | $108,825-29.9% | $156,181-51.1% | $82,448-7.4% |
| Participation rate | 67.2% | 72.4%-5.2pp | 78.8%-11.6pp | 68.1%-0.9pp |
| Annual return | 11.73% | 20.59%-8.9pp | 64.87%-53.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $2,268 | $2,870-21.0% | $4,294-47.2% | $2,551-11.1% |
| Participant deferral / active EE | $3,964 | $4,577-13.4% | $6,132-35.4% | $4,139-4.2% |
| Admin fee / account holder | $14,090 | $9,341+50.8% | $14,586-3.4% | $7,234+94.8% |