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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 | $75,904 | $138,393-45.2% | $184,256-58.8% | $80,959-6.2% |
| Participation rate | 67.5% | 83.9%-16.4pp | 86.8%-19.4pp | 67.7%-0.2pp |
| Annual return | 9.99% | 20.01%-10.0pp | 28.85%-18.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $3,655 | $4,847-24.6% | $6,427-43.1% | $2,757+32.6% |
| Participant deferral / active EE | $5,472 | $7,076-22.7% | $9,133-40.1% | $4,300+27.2% |
| Admin fee / account holder | $16,002 | $10,489+52.6% | $13,899+15.1% | $6,925+131.1% |