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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 | $71,549 | $86,919-17.7% | $102,457-30.2% | $80,911-11.6% |
| Participation rate | 63.6% | 72.4%-8.7pp | 76.5%-12.9pp | 67.6%-4.0pp |
| Annual return | 9.02% | 18.90%-9.9pp | 29.41%-20.4pp | 35.63%-26.6pp |
| Employer contribution / active EE | $1,168 | $2,368-50.7% | $3,022-61.3% | $2,756-57.6% |
| Participant deferral / active EE | $3,051 | $4,119-25.9% | $5,054-39.6% | $4,297-29.0% |
| Admin fee / account holder | $801 | $8,049-90.1% | $9,451-91.5% | $6,935-88.5% |