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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 | $70,985 | $106,524-33.4% | $152,301-53.4% | $87,485-18.9% |
| Participation rate | 69.4% | 75.8%-6.3pp | 82.4%-13.0pp | 68.9%+0.5pp |
| Annual return | 10.54% | 26.89%-16.3pp | 80.50%-70.0pp | 26.06%-15.5pp |
| Employer contribution / active EE | $2,873 | $3,371-14.8% | $4,624-37.9% | $2,596+10.7% |
| Participant deferral / active EE | $6,571 | $6,525+0.7% | $8,004-17.9% | $4,274+53.8% |
| Admin fee / account holder | $49,648 | $8,287+499.1% | $14,398+244.8% | $7,775+538.6% |