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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 | $69,104 | $72,269-4.4% | $101,271-31.8% | $79,852-13.5% |
| Participation rate | 63.9% | 68.5%-4.6pp | 75.8%-11.9pp | 69.6%-5.7pp |
| Annual return | 10.11% | 22.29%-12.2pp | 46.48%-36.4pp | 31.72%-21.6pp |
| Employer contribution / active EE | $2,095 | $2,692-22.2% | $3,660-42.8% | $2,471-15.2% |
| Participant deferral / active EE | $5,352 | $3,282+63.1% | $4,371+22.5% | $3,740+43.1% |
| Admin fee / account holder | $23,058 | $4,401+423.9% | $5,948+287.7% | $5,306+334.6% |