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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 | $78,686 | $95,453-17.6% | $112,040-29.8% | $82,448-4.6% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 11.68% | 23.92%-12.2pp | 24.52%-12.8pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,247 | $2,318-46.2% | $2,954-57.8% | $2,551-51.1% |
| Participant deferral / active EE | $6,454 | $4,224+52.8% | $5,098+26.6% | $4,139+55.9% |
| Admin fee / account holder | $5,241 | $9,013-41.9% | $12,098-56.7% | $7,234-27.6% |