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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 | $68,114 | $102,609-33.6% | $98,090-30.6% | $138,895-51.0% |
| Participation rate | 65.2% | 82.8%-17.6pp | 81.5%-16.3pp | 79.9%-14.7pp |
| Annual return | 11.39% | 36.44%-25.0pp | 37.05%-25.7pp | 145.39%-134.0pp |
| Employer contribution / active EE | $1,800 | $3,867-53.5% | $3,606-50.1% | $4,194-57.1% |
| Participant deferral / active EE | $3,999 | $8,167-51.0% | $7,845-49.0% | $6,396-37.5% |
| Admin fee / account holder | $1,587 | $11,434-86.1% | $11,815-86.6% | $12,562-87.4% |