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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 | $67,676 | $93,589-27.7% | $135,942-50.2% | $75,181-10.0% |
| Participation rate | 61.5% | 75.2%-13.7pp | 81.9%-20.4pp | 67.2%-5.7pp |
| Annual return | 14.77% | 30.90%-16.1pp | 68.28%-53.5pp | 160.69%-145.9pp |
| Employer contribution / active EE | $1,279 | $3,537-63.8% | $4,858-73.7% | $2,671-52.1% |
| Participant deferral / active EE | $5,750 | $6,405-10.2% | $7,759-25.9% | $4,126+39.4% |
| Admin fee / account holder | $9,603 | $6,977+37.6% | $10,764-10.8% | $5,650+70.0% |