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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 | $95,453-32.7% | $112,040-42.7% | $82,448-22.1% |
| Participation rate | 64.1% | 72.8%-8.7pp | 76.5%-12.4pp | 68.1%-4.0pp |
| Annual return | 9.77% | 23.92%-14.2pp | 24.52%-14.8pp | 41.64%-31.9pp |
| Employer contribution / active EE | $1,423 | $2,318-38.6% | $2,954-51.8% | $2,551-44.2% |
| Participant deferral / active EE | $3,785 | $4,224-10.4% | $5,098-25.8% | $4,139-8.6% |
| Admin fee / account holder | $5,259 | $9,013-41.7% | $12,098-56.5% | $7,234-27.3% |