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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 | $69,273-2.3% | $90,796-25.4% | $82,637-18.1% |
| Participation rate | 57.1% | 64.0%-6.9pp | 69.5%-12.3pp | 68.1%-10.9pp |
| Annual return | 9.97% | 18.37%-8.4pp | 19.29%-9.3pp | 53.51%-43.5pp |
| Employer contribution / active EE | $1,470 | $1,865-21.2% | $2,294-35.9% | $2,552-42.4% |
| Participant deferral / active EE | $2,211 | $3,047-27.5% | $3,822-42.2% | $4,126-46.4% |
| Admin fee / account holder | $14,028 | $5,511+154.6% | $7,024+99.7% | $7,339+91.1% |