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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 | $68,138 | $86,949-21.6% | $102,460-33.5% | $80,959-15.8% |
| Participation rate | 61.4% | 72.4%-11.0pp | 76.5%-15.1pp | 67.7%-6.2pp |
| Annual return | 10.03% | 18.89%-8.9pp | 29.47%-19.4pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,779 | $2,370-24.9% | $3,025-41.2% | $2,757-35.5% |
| Participant deferral / active EE | $3,695 | $4,121-10.3% | $5,056-26.9% | $4,300-14.1% |
| Admin fee / account holder | $27,103 | $8,048+236.8% | $9,460+186.5% | $6,925+291.4% |