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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 | $82,725 | $100,194-17.4% | $122,979-32.7% | $86,983-4.9% |
| Participation rate | 58.6% | 73.0%-14.3pp | 77.2%-18.6pp | 69.5%-10.9pp |
| Annual return | 8.78% | 16.47%-7.7pp | 20.12%-11.3pp | 25.83%-17.1pp |
| Employer contribution / active EE | $844 | $2,326-63.7% | $3,062-72.4% | $2,584-67.3% |
| Participant deferral / active EE | $3,143 | $4,133-24.0% | $5,003-37.2% | $4,194-25.1% |
| Admin fee / account holder | $15,764 | $10,148+55.3% | $12,864+22.5% | $7,856+100.7% |