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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 | $67,974 | $78,672-13.6% | $109,163-37.7% | $85,856-20.8% |
| Participation rate | 52.9% | 68.3%-15.3pp | 75.9%-22.9pp | 69.3%-16.4pp |
| Annual return | 10.17% | 25.09%-14.9pp | 25.75%-15.6pp | 318.58%-308.4pp |
| Employer contribution / active EE | $1,344 | $2,734-50.8% | $3,723-63.9% | $2,565-47.6% |
| Participant deferral / active EE | $3,607 | $3,467+4.0% | $4,654-22.5% | $3,952-8.7% |
| Admin fee / account holder | $6,993 | $5,470+27.9% | $6,754+3.5% | $6,261+11.7% |