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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 | $66,530 | $86,949-23.5% | $102,460-35.1% | $80,959-17.8% |
| Participation rate | 61.1% | 72.4%-11.3pp | 76.5%-15.5pp | 67.7%-6.6pp |
| Annual return | 7.60% | 18.89%-11.3pp | 29.47%-21.9pp | 35.67%-28.1pp |
| Employer contribution / active EE | $1,225 | $2,370-48.3% | $3,025-59.5% | $2,757-55.6% |
| Participant deferral / active EE | $3,030 | $4,121-26.5% | $5,056-40.1% | $4,300-29.5% |
| Admin fee / account holder | $14,571 | $8,048+81.1% | $9,460+54.0% | $6,925+110.4% |