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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 | $67,965 | $97,550-30.3% | $120,344-43.5% | $87,485-22.3% |
| Participation rate | 56.7% | 72.8%-16.2pp | 76.7%-20.0pp | 68.9%-12.3pp |
| Annual return | 9.28% | 18.41%-9.1pp | 20.30%-11.0pp | 26.06%-16.8pp |
| Employer contribution / active EE | $1,511 | $2,291-34.1% | $3,020-50.0% | $2,596-41.8% |
| Participant deferral / active EE | $3,698 | $4,230-12.6% | $5,135-28.0% | $4,274-13.5% |
| Admin fee / account holder | $1,227 | $9,543-87.1% | $12,742-90.4% | $7,775-84.2% |