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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 | $108,825-31.1% | $156,181-52.0% | $82,448-9.0% |
| Participation rate | 63.0% | 72.4%-9.4pp | 78.8%-15.9pp | 68.1%-5.1pp |
| Annual return | 8.99% | 20.59%-11.6pp | 64.87%-55.9pp | 41.64%-32.6pp |
| Employer contribution / active EE | $3,016 | $2,870+5.1% | $4,294-29.8% | $2,551+18.2% |
| Participant deferral / active EE | $7,258 | $4,577+58.6% | $6,132+18.4% | $4,139+75.3% |
| Admin fee / account holder | $26,757 | $9,341+186.5% | $14,586+83.4% | $7,234+269.9% |