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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 | $62,610 | $72,492-13.6% | $87,104-28.1% | $72,975-14.2% |
| Participation rate | 60.4% | 72.8%-12.4pp | 76.9%-16.5pp | 69.5%-9.1pp |
| Annual return | 9.73% | 24.46%-14.7pp | 28.19%-18.5pp | 81.01%-71.3pp |
| Employer contribution / active EE | $1,166 | $1,894-38.5% | $2,521-53.8% | $2,440-52.2% |
| Participant deferral / active EE | $3,435 | $3,270+5.1% | $4,048-15.2% | $3,608-4.8% |
| Admin fee / account holder | $2,103 | $5,055-58.4% | $7,491-71.9% | $5,124-59.0% |