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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 | $71,885 | $93,598-23.2% | $135,974-47.1% | $75,173-4.4% |
| Participation rate | 60.3% | 75.2%-14.9pp | 81.9%-21.6pp | 67.2%-6.9pp |
| Annual return | 14.42% | 30.89%-16.5pp | 68.30%-53.9pp | 160.72%-146.3pp |
| Employer contribution / active EE | $1,478 | $3,538-58.2% | $4,859-69.6% | $2,671-44.7% |
| Participant deferral / active EE | $2,858 | $6,405-55.4% | $7,760-63.2% | $4,126-30.7% |
| Admin fee / account holder | $7,324 | $6,978+5.0% | $10,767-32.0% | $5,651+29.6% |