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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 | $72,053 | $80,985-11.0% | $96,576-25.4% | $75,181-4.2% |
| Participation rate | 66.7% | 71.8%-5.1pp | 76.0%-9.3pp | 67.2%-0.5pp |
| Annual return | 11.76% | 27.05%-15.3pp | 25.87%-14.1pp | 160.69%-148.9pp |
| Employer contribution / active EE | $2,269 | $2,282-0.6% | $2,965-23.5% | $2,671-15.0% |
| Participant deferral / active EE | $4,118 | $3,929+4.8% | $4,851-15.1% | $4,126-0.2% |
| Admin fee / account holder | $1,956 | $6,719-70.9% | $8,253-76.3% | $5,650-65.4% |