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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 | $65,482 | $67,602-3.1% | $82,312-20.4% | $70,126-6.6% |
| Participation rate | 67.5% | 72.8%-5.3pp | 76.9%-9.4pp | 69.5%-2.0pp |
| Annual return | 11.56% | 21.57%-10.0pp | 25.88%-14.3pp | 73.15%-61.6pp |
| Employer contribution / active EE | $1,580 | $1,755-10.0% | $2,428-34.9% | $2,343-32.6% |
| Participant deferral / active EE | $2,874 | $2,987-3.8% | $3,706-22.5% | $3,332-13.7% |
| Admin fee / account holder | $5,029 | $4,512+11.5% | $5,608-10.3% | $4,645+8.2% |