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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 | $65,630 | $73,787-11.1% | $98,716-33.5% | $82,448-20.4% |
| Participation rate | 61.6% | 61.4%+0.2pp | 69.3%-7.7pp | 68.1%-6.4pp |
| Annual return | 12.07% | 18.57%-6.5pp | 31.81%-19.7pp | 41.64%-29.6pp |
| Employer contribution / active EE | $952 | $1,511-37.0% | $2,279-58.2% | $2,551-62.7% |
| Participant deferral / active EE | $2,854 | $3,081-7.4% | $4,048-29.5% | $4,139-31.0% |
| Admin fee / account holder | $982 | $6,500-84.9% | $8,703-88.7% | $7,234-86.4% |