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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 | $73,785 | $88,672-16.8% | $105,223-29.9% | $82,448-10.5% |
| Participation rate | 60.4% | 67.9%-7.5pp | 75.0%-14.6pp | 68.1%-7.7pp |
| Annual return | 5.97% | 30.86%-24.9pp | 180.65%-174.7pp | 41.64%-35.7pp |
| Employer contribution / active EE | $1,806 | $3,048-40.7% | $3,689-51.0% | $2,551-29.2% |
| Participant deferral / active EE | $4,559 | $4,036+13.0% | $5,072-10.1% | $4,139+10.1% |
| Admin fee / account holder | $8,524 | $7,146+19.3% | $8,859-3.8% | $7,234+17.8% |