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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 | $70,242 | $72,492-3.1% | $87,102-19.4% | $72,983-3.8% |
| Participation rate | 59.0% | 72.8%-13.8pp | 76.9%-17.9pp | 69.5%-10.5pp |
| Annual return | 2.83% | 24.46%-21.6pp | 28.19%-25.4pp | 81.01%-78.2pp |
| Employer contribution / active EE | $1,884 | $1,894-0.5% | $2,521-25.3% | $2,440-22.8% |
| Participant deferral / active EE | $4,395 | $3,270+34.4% | $4,048+8.6% | $3,608+21.8% |
| Admin fee / account holder | $7,726 | $5,055+52.8% | $7,491+3.1% | $5,124+50.8% |