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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 | $71,773 | $94,031-23.7% | $115,768-38.0% | $82,448-12.9% |
| Participation rate | 62.1% | 70.4%-8.3pp | 74.4%-12.3pp | 68.1%-6.0pp |
| Annual return | 11.34% | 20.61%-9.3pp | 100.46%-89.1pp | 41.64%-30.3pp |
| Employer contribution / active EE | $679 | $2,323-70.8% | $2,940-76.9% | $2,551-73.4% |
| Participant deferral / active EE | $5,474 | $3,972+37.8% | $4,917+11.3% | $4,139+32.2% |
| Admin fee / account holder | $10,192 | $10,249-0.6% | $12,439-18.1% | $7,234+40.9% |