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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 | $86,962 | $100,194-13.2% | $122,979-29.3% | $86,9830% |
| Participation rate | 66.2% | 73.0%-6.8pp | 77.2%-11.0pp | 69.5%-3.4pp |
| Annual return | 10.24% | 16.47%-6.2pp | 20.12%-9.9pp | 25.83%-15.6pp |
| Employer contribution / active EE | $1,396 | $2,326-40.0% | $3,062-54.4% | $2,584-46.0% |
| Participant deferral / active EE | $3,007 | $4,133-27.3% | $5,003-39.9% | $4,194-28.3% |
| Admin fee / account holder | $6,926 | $10,148-31.7% | $12,864-46.2% | $7,856-11.8% |