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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 | $69,060 | $77,814-11.2% | $158,223-56.4% | $86,983-20.6% |
| Participation rate | 61.5% | 68.4%-6.9pp | 79.2%-17.7pp | 69.5%-8.0pp |
| Annual return | 10.06% | 30.54%-20.5pp | 52.09%-42.0pp | 25.83%-15.8pp |
| Employer contribution / active EE | $2,845 | $2,592+9.8% | $4,109-30.8% | $2,584+10.1% |
| Participant deferral / active EE | $3,848 | $3,270+17.7% | $5,467-29.6% | $4,194-8.2% |
| Admin fee / account holder | $8,840 | $5,879+50.4% | $16,047-44.9% | $7,856+12.5% |