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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 | $72,607-6.8% | $90,259-25.0% | $87,485-22.6% |
| Participation rate | 57.1% | 64.8%-7.7pp | 70.7%-13.6pp | 68.9%-11.8pp |
| Annual return | 9.97% | 18.59%-8.6pp | 18.88%-8.9pp | 26.06%-16.1pp |
| Employer contribution / active EE | $1,470 | $1,919-23.4% | $2,291-35.9% | $2,596-43.4% |
| Participant deferral / active EE | $2,211 | $3,055-27.6% | $3,827-42.2% | $4,274-48.3% |
| Admin fee / account holder | $14,028 | $5,947+135.9% | $7,267+93.0% | $7,775+80.4% |