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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 | $63,344 | $97,550-35.1% | $120,344-47.4% | $87,485-27.6% |
| Participation rate | 65.0% | 72.8%-7.8pp | 76.7%-11.7pp | 68.9%-3.9pp |
| Annual return | 9.99% | 18.41%-8.4pp | 20.30%-10.3pp | 26.06%-16.1pp |
| Employer contribution / active EE | $2,163 | $2,291-5.6% | $3,020-28.4% | $2,596-16.7% |
| Participant deferral / active EE | $4,712 | $4,230+11.4% | $5,135-8.2% | $4,274+10.3% |
| Admin fee / account holder | $43,466 | $9,543+355.5% | $12,742+241.1% | $7,775+459.1% |