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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 | $86,938-21.6% | $102,423-33.5% | $80,925-15.8% |
| Participation rate | 61.4% | 72.4%-11.0pp | 76.5%-15.1pp | 67.7%-6.2pp |
| Annual return | 10.03% | 18.89%-8.9pp | 29.42%-19.4pp | 35.65%-25.6pp |
| Employer contribution / active EE | $1,779 | $2,369-24.9% | $3,023-41.1% | $2,756-35.4% |
| Participant deferral / active EE | $3,695 | $4,120-10.3% | $5,054-26.9% | $4,299-14.0% |
| Admin fee / account holder | $27,103 | $8,053+236.6% | $9,455+186.7% | $6,940+290.5% |