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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 | $74,996 | $123,478-39.3% | $216,567-65.4% | $94,015-20.2% |
| Participation rate | 63.0% | 75.1%-12.1pp | 81.6%-18.7pp | 70.8%-7.9pp |
| Annual return | 8.99% | 23.61%-14.6pp | 12.94%-4.0pp | 17.84%-8.9pp |
| Employer contribution / active EE | $3,016 | $3,136-3.8% | $5,216-42.2% | $2,790+8.1% |
| Participant deferral / active EE | $7,258 | $4,556+59.3% | $6,191+17.2% | $4,249+70.8% |
| Admin fee / account holder | $26,757 | $12,753+109.8% | $21,981+21.7% | $8,951+198.9% |