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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 | $64,238 | $97,550-34.1% | $120,344-46.6% | $87,485-26.6% |
| Participation rate | 64.1% | 72.8%-8.7pp | 76.7%-12.6pp | 68.9%-4.8pp |
| Annual return | 9.77% | 18.41%-8.6pp | 20.30%-10.5pp | 26.06%-16.3pp |
| Employer contribution / active EE | $1,423 | $2,291-37.9% | $3,020-52.9% | $2,596-45.2% |
| Participant deferral / active EE | $3,785 | $4,230-10.5% | $5,135-26.3% | $4,274-11.4% |
| Admin fee / account holder | $5,259 | $9,543-44.9% | $12,742-58.7% | $7,775-32.4% |