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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 | $93,345-21.0% | $119,126-38.1% | $87,485-15.7% |
| Participation rate | 60.4% | 68.7%-8.3pp | 75.8%-15.3pp | 68.9%-8.5pp |
| Annual return | 5.97% | 19.08%-13.1pp | 282.11%-276.1pp | 26.06%-20.1pp |
| Employer contribution / active EE | $1,806 | $3,172-43.0% | $4,034-55.2% | $2,596-30.4% |
| Participant deferral / active EE | $4,559 | $4,099+11.2% | $5,318-14.3% | $4,274+6.7% |
| Admin fee / account holder | $8,524 | $8,039+6.0% | $10,693-20.3% | $7,775+9.6% |