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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 | $81,276-18.3% | $155,574-57.3% | $80,925-17.9% |
| Participation rate | 64.6% | 66.2%-1.7pp | 78.2%-13.6pp | 67.7%-3.1pp |
| Annual return | 7.27% | 33.36%-26.1pp | 64.87%-57.6pp | 35.65%-28.4pp |
| Employer contribution / active EE | $1,123 | $3,103-63.8% | $4,676-76.0% | $2,756-59.2% |
| Participant deferral / active EE | $3,784 | $3,453+9.6% | $5,629-32.8% | $4,299-12.0% |
| Admin fee / account holder | $11,889 | $7,993+48.7% | $15,914-25.3% | $6,940+71.3% |