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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 | $64,311 | $67,606-4.9% | $82,313-21.9% | $70,131-8.3% |
| Participation rate | 61.8% | 72.8%-10.9pp | 76.9%-15.1pp | 69.5%-7.7pp |
| Annual return | 10.70% | 21.57%-10.9pp | 25.88%-15.2pp | 73.14%-62.4pp |
| Employer contribution / active EE | $2,024 | $1,755+15.4% | $2,428-16.6% | $2,342-13.6% |
| Participant deferral / active EE | $4,452 | $2,987+49.0% | $3,706+20.1% | $3,332+33.6% |
| Admin fee / account holder | $1,066 | $4,512-76.4% | $5,608-81.0% | $4,645-77.0% |