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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 | $66,899 | $87,166-23.3% | $76,735-12.8% | $137,256-51.3% |
| Participation rate | 62.5% | 74.4%-11.9pp | 69.5%-7.0pp | 80.0%-17.5pp |
| Annual return | 10.39% | 26.50%-16.1pp | 29.77%-19.4pp | 220.34%-209.9pp |
| Employer contribution / active EE | $2,573 | $2,904-11.4% | $2,454+4.8% | $4,156-38.1% |
| Participant deferral / active EE | $7,357 | $4,726+55.7% | $4,088+80.0% | $6,407+14.8% |
| Admin fee / account holder | $22,142 | $8,403+163.5% | $7,189+208.0% | $12,270+80.5% |