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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 | $69,657 | $117,846-40.9% | $102,434-32.0% | $145,884-52.3% |
| Participation rate | 68.4% | 78.6%-10.2pp | 76.5%-8.1pp | 80.3%-11.9pp |
| Annual return | 8.51% | 31.90%-23.4pp | 29.46%-20.9pp | 551.85%-543.3pp |
| Employer contribution / active EE | $2,154 | $3,615-40.4% | $3,023-28.7% | $4,662-53.8% |
| Participant deferral / active EE | $4,176 | $5,733-27.2% | $5,055-17.4% | $6,690-37.6% |
| Admin fee / account holder | $748 | $13,356-94.4% | $9,462-92.1% | $13,392-94.4% |