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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 | $69,114 | $76,371-9.5% | $93,621-26.2% | $72,976-5.3% |
| Participation rate | 66.7% | 71.8%-5.1pp | 75.8%-9.2pp | 69.5%-2.8pp |
| Annual return | 15.37% | 25.82%-10.4pp | 32.76%-17.4pp | 81.02%-65.6pp |
| Employer contribution / active EE | $1,555 | $2,276-31.7% | $2,719-42.8% | $2,440-36.3% |
| Participant deferral / active EE | $3,310 | $3,538-6.5% | $4,070-18.7% | $3,608-8.2% |
| Admin fee / account holder | $4,416 | $6,839-35.4% | $7,890-44.0% | $5,124-13.8% |