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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 | $66,408 | $81,358-18.4% | $155,556-57.3% | $80,959-18.0% |
| Participation rate | 64.6% | 66.3%-1.7pp | 78.2%-13.6pp | 67.7%-3.1pp |
| Annual return | 7.27% | 33.39%-26.1pp | 64.84%-57.6pp | 35.67%-28.4pp |
| Employer contribution / active EE | $1,123 | $3,106-63.8% | $4,675-76.0% | $2,757-59.3% |
| Participant deferral / active EE | $3,784 | $3,455+9.5% | $5,631-32.8% | $4,300-12.0% |
| Admin fee / account holder | $11,889 | $7,994+48.7% | $15,885-25.2% | $6,925+71.7% |