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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 | $74,802 | $87,132-14.2% | $105,624-29.2% | $80,959-7.6% |
| Participation rate | 66.7% | 70.4%-3.8pp | 75.3%-8.6pp | 67.7%-1.0pp |
| Annual return | 9.77% | 17.03%-7.3pp | 116.20%-106.4pp | 35.67%-25.9pp |
| Employer contribution / active EE | $1,846 | $2,397-23.0% | $3,168-41.7% | $2,757-33.1% |
| Participant deferral / active EE | $3,816 | $3,985-4.2% | $5,013-23.9% | $4,300-11.3% |
| Admin fee / account holder | $418 | $8,449-95.1% | $10,961-96.2% | $6,925-94.0% |