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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 | $63,971 | $72,027-11.2% | $185,861-65.6% | $79,856-19.9% |
| Participation rate | 60.0% | 65.8%-5.8pp | 78.0%-18.0pp | 69.6%-9.6pp |
| Annual return | 7.58% | 23.13%-15.5pp | 35.96%-28.4pp | 31.71%-24.1pp |
| Employer contribution / active EE | $2,358 | $1,965+20.0% | $4,088-42.3% | $2,471-4.6% |
| Participant deferral / active EE | $2,773 | $3,780-26.6% | $5,634-50.8% | $3,741-25.9% |
| Admin fee / account holder | $3,556 | $4,513-21.2% | $9,503-62.6% | $5,306-33.0% |