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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 | $95,453-28.8% | $112,040-39.3% | $82,448-17.6% |
| Participation rate | 56.7% | 72.8%-16.1pp | 76.5%-19.8pp | 68.1%-11.4pp |
| Annual return | 9.28% | 23.92%-14.6pp | 24.52%-15.2pp | 41.64%-32.4pp |
| Employer contribution / active EE | $1,511 | $2,318-34.8% | $2,954-48.9% | $2,551-40.8% |
| Participant deferral / active EE | $3,698 | $4,224-12.5% | $5,098-27.5% | $4,139-10.7% |
| Admin fee / account holder | $1,227 | $9,013-86.4% | $12,098-89.9% | $7,234-83.0% |