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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 | $72,721 | $114,712-36.6% | $173,730-58.1% | $87,485-16.9% |
| Participation rate | 60.0% | 73.0%-13.0pp | 79.6%-19.6pp | 68.9%-8.9pp |
| Annual return | 9.87% | 20.18%-10.3pp | 19.96%-10.1pp | 26.06%-16.2pp |
| Employer contribution / active EE | $1,483 | $2,904-48.9% | $4,577-67.6% | $2,596-42.9% |
| Participant deferral / active EE | $2,679 | $4,642-42.3% | $6,326-57.7% | $4,274-37.3% |
| Admin fee / account holder | $6,294 | $10,210-38.4% | $17,523-64.1% | $7,775-19.0% |