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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 | $74,723 | $93,345-19.9% | $119,126-37.3% | $87,485-14.6% |
| Participation rate | 61.3% | 68.7%-7.4pp | 75.8%-14.5pp | 68.9%-7.6pp |
| Annual return | 4.68% | 19.08%-14.4pp | 282.11%-277.4pp | 26.06%-21.4pp |
| Employer contribution / active EE | $2,230 | $3,172-29.7% | $4,034-44.7% | $2,596-14.1% |
| Participant deferral / active EE | $3,787 | $4,099-7.6% | $5,318-28.8% | $4,274-11.4% |
| Admin fee / account holder | $2,510 | $8,039-68.8% | $10,693-76.5% | $7,775-67.7% |