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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 | $66,493 | $86,949-23.5% | $102,460-35.1% | $80,959-17.9% |
| Participation rate | 65.0% | 72.4%-7.4pp | 76.5%-11.5pp | 67.7%-2.7pp |
| Annual return | 9.68% | 18.89%-9.2pp | 29.47%-19.8pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,453 | $2,370-38.7% | $3,025-52.0% | $2,757-47.3% |
| Participant deferral / active EE | $3,264 | $4,121-20.8% | $5,056-35.4% | $4,300-24.1% |
| Admin fee / account holder | $4,462 | $8,048-44.6% | $9,460-52.8% | $6,925-35.6% |