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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 | $67,695 | $67,894-0.3% | $89,340-24.2% | $82,448-17.9% |
| Participation rate | 57.1% | 64.0%-6.9pp | 69.6%-12.4pp | 68.1%-10.9pp |
| Annual return | 9.97% | 19.21%-9.2pp | 20.57%-10.6pp | 41.64%-31.7pp |
| Employer contribution / active EE | $1,470 | $1,828-19.6% | $2,231-34.1% | $2,551-42.4% |
| Participant deferral / active EE | $2,211 | $3,072-28.0% | $3,823-42.2% | $4,139-46.6% |
| Admin fee / account holder | $14,028 | $5,723+145.1% | $6,704+109.3% | $7,234+93.9% |