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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 | $77,061 | $57,828+33.3% | $117,039-34.2% | $70,126+9.9% |
| Participation rate | 60.0% | 67.1%-7.1pp | 77.2%-17.2pp | 69.5%-9.5pp |
| Annual return | 8.97% | 17.55%-8.6pp | 18.95%-10.0pp | 73.15%-64.2pp |
| Employer contribution / active EE | $1,246 | $1,816-31.4% | $3,785-67.1% | $2,343-46.8% |
| Participant deferral / active EE | $2,432 | $2,438-0.2% | $3,929-38.1% | $3,332-27.0% |
| Admin fee / account holder | $1,081 | $3,548-69.5% | $5,974-81.9% | $4,645-76.7% |