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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 | $66,790 | $89,367-25.3% | $141,191-52.7% | $72,975-8.5% |
| Participation rate | 67.3% | 75.1%-7.8pp | 82.5%-15.2pp | 69.5%-2.2pp |
| Annual return | 18.41% | 111.87%-93.5pp | 71.41%-53.0pp | 81.01%-62.6pp |
| Employer contribution / active EE | $2,451 | $3,115-21.3% | $4,736-48.2% | $2,440+0.4% |
| Participant deferral / active EE | $3,616 | $5,419-33.3% | $6,710-46.1% | $3,608+0.2% |
| Admin fee / account holder | $2,485 | $5,957-58.3% | $10,264-75.8% | $5,124-51.5% |