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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 | $65,823 | $81,504-19.2% | $102,437-35.7% | $80,959-18.7% |
| Participation rate | 63.6% | 66.9%-3.2pp | 74.5%-10.9pp | 67.7%-4.0pp |
| Annual return | 8.42% | 25.60%-17.2pp | 24.95%-16.5pp | 35.67%-27.2pp |
| Employer contribution / active EE | $1,960 | $3,104-36.9% | $3,871-49.4% | $2,757-28.9% |
| Participant deferral / active EE | $3,529 | $3,871-8.8% | $5,060-30.3% | $4,300-17.9% |
| Admin fee / account holder | $4,818 | $6,719-28.3% | $8,388-42.6% | $6,925-30.4% |