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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 | $73,052 | $77,472-5.7% | $100,415-27.2% | $80,959-9.8% |
| Participation rate | 61.5% | 76.9%-15.4pp | 81.5%-20.0pp | 67.7%-6.1pp |
| Annual return | 11.35% | 37.26%-25.9pp | 49.47%-38.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $2,229 | $2,800-20.4% | $3,943-43.5% | $2,757-19.2% |
| Participant deferral / active EE | $6,950 | $6,818+1.9% | $8,091-14.1% | $4,300+61.6% |
| Admin fee / account holder | $25,008 | $5,885+325.0% | $7,906+216.3% | $6,925+261.1% |