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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 | $82,559 | $101,795-18.9% | $165,100-50.0% | $80,959+2.0% |
| Participation rate | 65.4% | 71.8%-6.4pp | 78.6%-13.2pp | 67.7%-2.2pp |
| Annual return | 9.00% | 16.73%-7.7pp | 70.21%-61.2pp | 35.67%-26.7pp |
| Employer contribution / active EE | $1,678 | $2,954-43.2% | $4,348-61.4% | $2,757-39.1% |
| Participant deferral / active EE | $2,235 | $4,476-50.1% | $6,035-63.0% | $4,300-48.0% |
| Admin fee / account holder | $7,329 | $8,221-10.8% | $12,696-42.3% | $6,925+5.8% |