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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 | $74,275 | $95,404-22.1% | $113,397-34.5% | $82,637-10.1% |
| Participation rate | 63.3% | 72.8%-9.5pp | 76.5%-13.2pp | 68.1%-4.7pp |
| Annual return | 11.19% | 19.08%-7.9pp | 23.20%-12.0pp | 53.51%-42.3pp |
| Employer contribution / active EE | $1,937 | $2,307-16.0% | $2,977-34.9% | $2,552-24.1% |
| Participant deferral / active EE | $2,950 | $4,220-30.1% | $5,076-41.9% | $4,126-28.5% |
| Admin fee / account holder | $26,404 | $9,168+188.0% | $11,957+120.8% | $7,339+259.8% |