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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 | $75,350 | $88,672-15.0% | $105,223-28.4% | $82,448-8.6% |
| Participation rate | 62.7% | 67.9%-5.2pp | 75.0%-12.3pp | 68.1%-5.3pp |
| Annual return | 11.46% | 30.86%-19.4pp | 180.65%-169.2pp | 41.64%-30.2pp |
| Employer contribution / active EE | $2,520 | $3,048-17.3% | $3,689-31.7% | $2,551-1.2% |
| Participant deferral / active EE | $4,609 | $4,036+14.2% | $5,072-9.1% | $4,139+11.4% |
| Admin fee / account holder | $13,688 | $7,146+91.5% | $8,859+54.5% | $7,234+89.2% |