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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 | $114,712-34.6% | $173,730-56.8% | $87,485-14.3% |
| Participation rate | 63.0% | 73.0%-10.0pp | 79.6%-16.6pp | 68.9%-6.0pp |
| Annual return | 8.99% | 20.18%-11.2pp | 19.96%-11.0pp | 26.06%-17.1pp |
| Employer contribution / active EE | $3,016 | $2,904+3.8% | $4,577-34.1% | $2,596+16.2% |
| Participant deferral / active EE | $7,258 | $4,642+56.4% | $6,326+14.7% | $4,274+69.8% |
| Admin fee / account holder | $26,757 | $10,210+162.1% | $17,523+52.7% | $7,775+244.2% |