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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 | $71,116 | $106,749-33.4% | $145,433-51.1% | $82,448-13.7% |
| Participation rate | 62.2% | 75.6%-13.4pp | 82.1%-19.9pp | 68.1%-5.8pp |
| Annual return | 3.99% | 27.59%-23.6pp | 66.58%-62.6pp | 41.64%-37.7pp |
| Employer contribution / active EE | $1,030 | $3,444-70.1% | $4,554-77.4% | $2,551-59.6% |
| Participant deferral / active EE | $6,049 | $6,519-7.2% | $7,897-23.4% | $4,139+46.1% |
| Admin fee / account holder | $4,342 | $8,390-48.3% | $13,129-66.9% | $7,234-40.0% |