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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 | $31,987 | $81,504-60.8% | $102,437-68.8% | $80,959-60.5% |
| Participation rate | 63.9% | 66.9%-3.0pp | 74.5%-10.6pp | 67.7%-3.8pp |
| Annual return | 8.68% | 25.60%-16.9pp | 24.95%-16.3pp | 35.67%-27.0pp |
| Employer contribution / active EE | $1,688 | $3,104-45.6% | $3,871-56.4% | $2,757-38.8% |
| Participant deferral / active EE | $4,949 | $3,871+27.9% | $5,060-2.2% | $4,300+15.1% |
| Admin fee / account holder | $8,286 | $6,719+23.3% | $8,388-1.2% | $6,925+19.6% |