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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 | $68,609 | $78,015-12.1% | $178,505-61.6% | $80,959-15.3% |
| Participation rate | 58.8% | 65.7%-6.8pp | 77.1%-18.3pp | 67.7%-8.8pp |
| Annual return | 10.49% | 18.10%-7.6pp | 27.16%-16.7pp | 35.67%-25.2pp |
| Employer contribution / active EE | $1,366 | $2,281-40.1% | $3,955-65.5% | $2,757-50.5% |
| Participant deferral / active EE | $2,883 | $4,406-34.6% | $6,280-54.1% | $4,300-33.0% |
| Admin fee / account holder | $3,443 | $7,160-51.9% | $10,428-67.0% | $6,925-50.3% |