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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 | $66,273 | $86,940-23.8% | $102,434-35.3% | $80,935-18.1% |
| Participation rate | 56.7% | 72.4%-15.7pp | 76.5%-19.8pp | 67.7%-11.0pp |
| Annual return | 8.86% | 18.89%-10.0pp | 29.46%-20.6pp | 35.66%-26.8pp |
| Employer contribution / active EE | $1,233 | $2,370-48.0% | $3,023-59.2% | $2,757-55.3% |
| Participant deferral / active EE | $3,961 | $4,121-3.9% | $5,055-21.6% | $4,299-7.9% |
| Admin fee / account holder | $3,728 | $8,047-53.7% | $9,462-60.6% | $6,924-46.2% |