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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 | $77,166 | $95,404-19.1% | $113,397-32.0% | $82,637-6.6% |
| Participation rate | 62.2% | 72.8%-10.7pp | 76.5%-14.3pp | 68.1%-5.9pp |
| Annual return | 5.07% | 19.08%-14.0pp | 23.20%-18.1pp | 53.51%-48.4pp |
| Employer contribution / active EE | $1,653 | $2,307-28.3% | $2,977-44.5% | $2,552-35.2% |
| Participant deferral / active EE | $2,535 | $4,220-39.9% | $5,076-50.1% | $4,126-38.6% |
| Admin fee / account holder | $12,316 | $9,168+34.3% | $11,957+3.0% | $7,339+67.8% |