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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 | $66,378 | $77,962-14.9% | $178,540-62.8% | $80,935-18.0% |
| Participation rate | 60.0% | 65.7%-5.7pp | 77.1%-17.1pp | 67.7%-7.7pp |
| Annual return | 9.99% | 18.10%-8.1pp | 27.15%-17.2pp | 35.66%-25.7pp |
| Employer contribution / active EE | $1,533 | $2,280-32.8% | $3,953-61.2% | $2,757-44.4% |
| Participant deferral / active EE | $3,542 | $4,404-19.6% | $6,281-43.6% | $4,299-17.6% |
| Admin fee / account holder | $18,604 | $7,156+160.0% | $10,424+78.5% | $6,924+168.7% |