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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 | $67,797 | $95,762-29.2% | $379,746-82.1% | $79,852-15.1% |
| Participation rate | 69.4% | 74.0%-4.6pp | 78.4%-9.1pp | 69.6%-0.3pp |
| Annual return | 8.14% | 18.26%-10.1pp | 34.90%-26.8pp | 31.72%-23.6pp |
| Employer contribution / active EE | $1,950 | $2,695-27.7% | $3,540-44.9% | $2,471-21.1% |
| Participant deferral / active EE | $3,300 | $4,705-29.9% | $6,024-45.2% | $3,740-11.8% |
| Admin fee / account holder | $10,525 | $6,745+56.0% | $7,927+32.8% | $5,306+98.4% |