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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 | $68,626 | $81,504-15.8% | $102,437-33.0% | $80,959-15.2% |
| Participation rate | 53.3% | 66.9%-13.5pp | 74.5%-21.2pp | 67.7%-14.3pp |
| Annual return | 3.03% | 25.60%-22.6pp | 24.95%-21.9pp | 35.67%-32.6pp |
| Employer contribution / active EE | $1,463 | $3,104-52.9% | $3,871-62.2% | $2,757-46.9% |
| Participant deferral / active EE | $2,459 | $3,871-36.5% | $5,060-51.4% | $4,300-42.8% |
| Admin fee / account holder | $14,067 | $6,719+109.3% | $8,388+67.7% | $6,925+103.1% |