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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 | $81,457-19.2% | $103,378-36.3% | $80,911-18.6% |
| Participation rate | 63.6% | 66.8%-3.2pp | 74.5%-10.9pp | 67.6%-4.0pp |
| Annual return | 8.42% | 25.58%-17.2pp | 24.91%-16.5pp | 35.63%-27.2pp |
| Employer contribution / active EE | $1,960 | $3,107-36.9% | $3,870-49.4% | $2,756-28.9% |
| Participant deferral / active EE | $3,529 | $3,871-8.8% | $5,058-30.2% | $4,297-17.9% |
| Admin fee / account holder | $4,818 | $6,717-28.3% | $8,401-42.6% | $6,935-30.5% |