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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 | $70,059 | $89,515-21.7% | $103,486-32.3% | $80,935-13.4% |
| Participation rate | 61.1% | 76.0%-14.9pp | 80.5%-19.4pp | 67.7%-6.6pp |
| Annual return | 9.72% | 22.82%-13.1pp | 23.93%-14.2pp | 35.66%-25.9pp |
| Employer contribution / active EE | $1,914 | $4,015-52.3% | $4,679-59.1% | $2,757-30.6% |
| Participant deferral / active EE | $3,743 | $5,463-31.5% | $6,628-43.5% | $4,299-12.9% |
| Admin fee / account holder | $5,650 | $6,527-13.4% | $9,354-39.6% | $6,924-18.4% |