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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 | $72,806 | $91,086-20.1% | $203,872-64.3% | $86,983-16.3% |
| Participation rate | 60.6% | 65.8%-5.2pp | 77.8%-17.2pp | 69.5%-8.9pp |
| Annual return | 11.13% | 22.30%-11.2pp | 85.11%-74.0pp | 25.83%-14.7pp |
| Employer contribution / active EE | $1,308 | $2,063-36.6% | $3,757-65.2% | $2,584-49.4% |
| Participant deferral / active EE | $4,076 | $4,019+1.4% | $6,388-36.2% | $4,194-2.8% |
| Admin fee / account holder | $3,776 | $8,987-58.0% | $11,730-67.8% | $7,856-51.9% |