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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 | $63,784 | $93,055-31.5% | $153,643-58.5% | $80,935-21.2% |
| Participation rate | 66.2% | 69.0%-2.8pp | 77.1%-10.9pp | 67.7%-1.5pp |
| Annual return | 9.59% | 19.97%-10.4pp | 15.71%-6.1pp | 35.66%-26.1pp |
| Employer contribution / active EE | $1,754 | $3,504-50.0% | $5,039-65.2% | $2,757-36.4% |
| Participant deferral / active EE | $3,689 | $5,172-28.7% | $6,754-45.4% | $4,299-14.2% |
| Admin fee / account holder | $4,571 | $8,881-48.5% | $12,739-64.1% | $6,924-34.0% |