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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 | $97,550-19.3% | $120,344-34.6% | $87,485-10.1% |
| Participation rate | 66.7% | 72.8%-6.2pp | 76.7%-10.0pp | 68.9%-2.3pp |
| Annual return | 11.68% | 18.41%-6.7pp | 20.30%-8.6pp | 26.06%-14.4pp |
| Employer contribution / active EE | $1,247 | $2,291-45.6% | $3,020-58.7% | $2,596-52.0% |
| Participant deferral / active EE | $6,454 | $4,230+52.6% | $5,135+25.7% | $4,274+51.0% |
| Admin fee / account holder | $5,241 | $9,543-45.1% | $12,742-58.9% | $7,775-32.6% |