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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 | $71,314 | $83,485-14.6% | $125,192-43.0% | $72,975-2.3% |
| Participation rate | 67.9% | 73.3%-5.4pp | 79.8%-11.9pp | 69.5%-1.6pp |
| Annual return | 13.90% | 25.77%-11.9pp | 43.79%-29.9pp | 81.01%-67.1pp |
| Employer contribution / active EE | $1,596 | $2,346-32.0% | $3,866-58.7% | $2,440-34.6% |
| Participant deferral / active EE | $2,641 | $3,586-26.4% | $4,937-46.5% | $3,608-26.8% |
| Admin fee / account holder | $628 | $5,518-88.6% | $9,704-93.5% | $5,124-87.7% |