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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 | $100,194-23.0% | $122,979-37.3% | $86,983-11.3% |
| Participation rate | 62.2% | 73.0%-10.8pp | 77.2%-15.0pp | 69.5%-7.4pp |
| Annual return | 5.07% | 16.47%-11.4pp | 20.12%-15.0pp | 25.83%-20.8pp |
| Employer contribution / active EE | $1,653 | $2,326-28.9% | $3,062-46.0% | $2,584-36.1% |
| Participant deferral / active EE | $2,535 | $4,133-38.7% | $5,003-49.3% | $4,194-39.5% |
| Admin fee / account holder | $12,316 | $10,148+21.4% | $12,864-4.3% | $7,856+56.8% |